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OSPSX vs SPMQX
OSPSX vs SPMQX Comparison Chart in %
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OSPSX vs. SPMQX commentary
Sep 28, 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 Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.95B vs. OSPSX (2.06B). SPMQX pays higher dividends than OSPSX: SPMQX (7.09) vs OSPSX (5.41). 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 : 17.93 vs. SPMQX (13.37). SPMQX (292.85) and OSPSX (288.39) 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 | 6 years | - |
| Gain YTD | 7.642 | 6.551 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 3.95B | 52% |
| Annual Yield % from dividends | 5.41 | 7.09 | 76% |
| Returns for 1 year | 17.93 | 13.37 | 134% |
| Returns for 3 years | 102.35 | 86.58 | 118% |
| Returns for 5 years | 288.39 | 292.85 | 98% |
| Returns for 10 years | 145.18 | N/A | - |
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