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OSPPX vs SPMHX
OSPPX vs SPMHX Comparison Chart in %
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OSPPX vs. SPMHX commentary
Sep 08, 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 OSPPX is a Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.07B vs. OSPPX (296M). SPMHX pays higher dividends than OSPPX: SPMHX (5.36) vs OSPPX (4.86). OSPPX was incepted earlier than SPMHX: OSPPX (12 years) vs SPMHX (6 years). OSPPX (16.93) is less costly to investors than SPMHX (6.29). SPMHX is a more actively managed with annual turnover of: 101.00 vs. OSPPX (26.00). OSPPX (1000000) and SPMHX (1000000) have matching initial minimum investment requirements. OSPPX (14.07) and SPMHX (13.58) have marching annual gain over last year. OSPPX return over 5 years is better than : 387.80 vs. SPMHX (258.35).
| OSPPX | SPMHX | OSPPX / SPMHX | |
| Total Expense Ratio | 16.93 | 6.29 | 269% |
| Annual Report Gross Expense Ratio | 16.93 | 6.29 | 269% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 1.572 | 1.982 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 1.07B | 28% |
| Annual Yield % from dividends | 4.86 | 5.36 | 91% |
| Returns for 1 year | 14.07 | 13.58 | 104% |
| Returns for 3 years | 95.13 | 79.17 | 120% |
| Returns for 5 years | 387.80 | 258.35 | 150% |
| Returns for 10 years | 65.68 | N/A | - |
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