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OSPAX vs SPMGX
OSPAX vs SPMGX Comparison Chart in %
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OSPAX vs. SPMGX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OSPAX is a Hold and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
OSPAX (1.07B) and SPMGX (1.07B) have equal amount of cash in the bank . SPMGX pays higher dividends than OSPAX: SPMGX (5.61) vs OSPAX (4.99). OSPAX was incepted earlier than SPMGX: OSPAX (13 years) vs SPMGX (7 years). SPMGX (6.88) is less costly to investors than OSPAX (6.29). OSPAX (101.00) and SPMGX (101.00) have comparable annual turnover. SPMGX has a lower initial minimum investment than OSPAX: SPMGX (1000) vs OSPAX (1000000). OSPAX annual gain was more profitable for investors over the last year : 4.19 vs. SPMGX (3.49). OSPAX (218.05) and SPMGX (208.58) have equivalent 5 years return.
| OSPAX | SPMGX | OSPAX / SPMGX | |
| Total Expense Ratio | 6.29 | 6.88 | 91% |
| Annual Report Gross Expense Ratio | 6.29 | 6.88 | 91% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 6.677 | 6.637 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 1.07B | 100% |
| Annual Yield % from dividends | 4.99 | 5.61 | 89% |
| Returns for 1 year | 4.19 | 3.49 | 120% |
| Returns for 3 years | 80.08 | 76.56 | 105% |
| Returns for 5 years | 218.05 | 208.58 | 105% |
| Returns for 10 years | 195.42 | N/A | - |
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