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OSPAX vs SPMJX
OSPAX vs SPMJX Comparison Chart in %
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OSPAX vs. SPMJX commentary
Sep 09, 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 StrongBuy and SPMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSPAX has more cash in the bank: 1.06B vs. SPMJX (290M). SPMJX pays higher dividends than OSPAX: SPMJX (5.46) vs OSPAX (5.02). OSPAX was incepted earlier than SPMJX: OSPAX (12 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than OSPAX (6.29). OSPAX is a more actively managed with annual turnover of: 101.00 vs. SPMJX (26.00). SPMJX has a lower initial minimum investment than OSPAX: SPMJX (1000) vs OSPAX (1000000). OSPAX (13.69) and SPMJX (13.58) have marching annual gain over last year. SPMJX return over 5 years is better than : 372.43 vs. OSPAX (259.27).
| OSPAX | SPMJX | OSPAX / SPMJX | |
| Total Expense Ratio | 6.29 | 17.50 | 36% |
| Annual Report Gross Expense Ratio | 6.29 | 17.50 | 36% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 2.078 | 1.243 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 290M | 367% |
| Annual Yield % from dividends | 5.02 | 5.46 | 92% |
| Returns for 1 year | 13.69 | 13.58 | 101% |
| Returns for 3 years | 79.64 | 91.94 | 87% |
| Returns for 5 years | 259.27 | 372.43 | 70% |
| Returns for 10 years | 69.57 | N/A | - |
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