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OSPSX vs SPMQX
OSPSX vs SPMQX Comparison Chart in %
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OSPSX vs. SPMQX commentary
Dec 05, 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 OSPSX is a Hold and SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.93B vs. OSPSX (2.04B). SPMQX pays higher dividends than OSPSX: SPMQX (7.26) vs OSPSX (5.55). OSPSX was incepted earlier than SPMQX: OSPSX (12 years) vs SPMQX (7 years). OSPSX (9.93) is less costly to investors than SPMQX (8.68). OSPSX is a more actively managed with annual turnover of: 20.00 vs. SPMQX (11.00). OSPSX (1000000) and SPMQX (1000000) have matching initial minimum investment requirements. OSPSX (3.55) and SPMQX (3.47) have marching annual gain over last year. OSPSX (182.68) and SPMQX (176.39) have equivalent 5 years return.
| OSPSX | SPMQX | OSPSX / SPMQX | |
| Total Expense Ratio | 9.93 | 8.68 | 114% |
| Annual Report Gross Expense Ratio | 9.93 | 8.68 | 114% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 7.727 | 7.757 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 3.93B | 52% |
| Annual Yield % from dividends | 5.55 | 7.26 | 76% |
| Returns for 1 year | 3.55 | 3.47 | 102% |
| Returns for 3 years | 70.06 | 58.85 | 119% |
| Returns for 5 years | 182.68 | 176.39 | 104% |
| Returns for 10 years | 150.00 | N/A | - |
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