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OSPAX vs SPMJX
OSPAX vs SPMJX Comparison Chart in %
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OSPAX vs. SPMJX commentary
Aug 18, 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 SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
OSPAX has more cash in the bank: 1.07B vs. SPMJX (299M). SPMJX pays higher dividends than OSPAX: SPMJX (5.33) vs OSPAX (4.93). OSPAX was incepted earlier than SPMJX: OSPAX (12 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than OSPAX (2.76). 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). SPMJX (15.87) and OSPAX (15.69) have marching annual gain over last year. SPMJX return over 5 years is better than : 316.92 vs. OSPAX (227.93).
| OSPAX | SPMJX | OSPAX / SPMJX | |
| Total Expense Ratio | 2.76 | 8.31 | 33% |
| Annual Report Gross Expense Ratio | 2.76 | 8.31 | 33% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 2.181 | 1.441 | 151% |
| 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 | 299M | 359% |
| Annual Yield % from dividends | 4.93 | 5.33 | 92% |
| Returns for 1 year | 15.69 | 15.87 | 99% |
| Returns for 3 years | 75.46 | 85.63 | 88% |
| Returns for 5 years | 227.93 | 316.92 | 72% |
| Returns for 10 years | 63.76 | N/A | - |
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