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OSPAX vs SPMGX
OSPAX vs SPMGX Comparison Chart in %
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OSPAX vs. SPMGX commentary
Oct 19, 2025
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 (1.01B) and SPMGX (1.01B) have equal amount of cash in the bank . SPMGX pays higher dividends than OSPAX: SPMGX (5.76) vs OSPAX (5.15). OSPAX was incepted earlier than SPMGX: OSPAX (12 years) vs SPMGX (6 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 : 6.18 vs. SPMGX (5.54). OSPAX (258.61) and SPMGX (247.91) 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 | 12 years | 6 years | - |
| Gain YTD | -1.518 | -1.934 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 1.01B | 100% |
| Annual Yield % from dividends | 5.15 | 5.76 | 89% |
| Returns for 1 year | 6.18 | 5.54 | 112% |
| Returns for 3 years | 72.40 | 69.35 | 104% |
| Returns for 5 years | 258.61 | 247.91 | 104% |
| Returns for 10 years | 73.32 | N/A | - |
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