Interact to see
Advertisement
Advertisement
OSPSX vs SPMQX
OSPSX vs SPMQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OSPSX vs. SPMQX commentary
Oct 19, 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: 3.74B vs. OSPSX (1.94B). SPMQX pays higher dividends than OSPSX: SPMQX (7.29) vs OSPSX (5.48). OSPSX was incepted earlier than SPMQX: OSPSX (12 years) vs SPMQX (6 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 annual gain was more profitable for investors over the last year : 8.19 vs. SPMQX (7.08). OSPSX (243.90) and SPMQX (243.72) 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 | 6 years | - |
| Gain YTD | 1.880 | 1.604 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 3.74B | 52% |
| Annual Yield % from dividends | 5.48 | 7.29 | 75% |
| Returns for 1 year | 8.19 | 7.08 | 116% |
| Returns for 3 years | 71.05 | 59.19 | 120% |
| Returns for 5 years | 243.90 | 243.72 | 100% |
| Returns for 10 years | 95.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement