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OSPSX vs SPMQX
OSPSX vs SPMQX Comparison Chart in %
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OSPSX vs. SPMQX 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 OSPSX is a Buy and SPMQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.88B vs. OSPSX (2.01B). SPMQX pays higher dividends than OSPSX: SPMQX (7.26) vs OSPSX (5.55). OSPSX was incepted earlier than SPMQX: OSPSX (13 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 annual gain was more profitable for investors over the last year : 6.74 vs. SPMQX (5.83). OSPSX (194.26) and SPMQX (188.50) 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 | 13 years | 7 years | - |
| Gain YTD | 7.294 | 6.702 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 3.88B | 52% |
| Annual Yield % from dividends | 5.55 | 7.26 | 76% |
| Returns for 1 year | 6.74 | 5.83 | 116% |
| Returns for 3 years | 74.67 | 61.69 | 121% |
| Returns for 5 years | 194.26 | 188.50 | 103% |
| Returns for 10 years | 140.21 | N/A | - |
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