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OSPPX vs SPMJX
OSPPX vs SPMJX Comparison Chart in %
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OSPPX vs. SPMJX commentary
Dec 27, 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 Buy and SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
SPMJX (275M) and OSPPX (274M) have equal amount of cash in the bank . SPMJX pays higher dividends than OSPPX: SPMJX (5.80) vs OSPPX (5.14). OSPPX was incepted earlier than SPMJX: OSPPX (13 years) vs SPMJX (7 years). SPMJX (17.50) and OSPPX (16.93) have similar cost to investors . OSPPX (26.00) and SPMJX (26.00) have comparable annual turnover. SPMJX has a lower initial minimum investment than OSPPX: SPMJX (1000) vs OSPPX (1000000). OSPPX annual gain was more profitable for investors over the last year : 3.46 vs. SPMJX (2.82). OSPPX (309.09) and SPMJX (294.67) have equivalent 5 years return.
| OSPPX | SPMJX | OSPPX / SPMJX | |
| Total Expense Ratio | 16.93 | 17.50 | 97% |
| Annual Report Gross Expense Ratio | 16.93 | 17.50 | 97% |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 2.986 | 2.296 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 275M | 100% |
| Annual Yield % from dividends | 5.14 | 5.80 | 89% |
| Returns for 1 year | 3.46 | 2.82 | 123% |
| Returns for 3 years | 93.25 | 89.57 | 104% |
| Returns for 5 years | 309.09 | 294.67 | 105% |
| Returns for 10 years | 148.70 | N/A | - |
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