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INFIX vs OSPMX
INFIX vs OSPMX Comparison Chart
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INFIX vs. OSPMX commentary
Apr 12, 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 INFIX is a Hold and OSPMX is a Hold.
FUNDAMENTALS
Fundamentals
OSPMX has more cash in the bank: 4.17B vs. INFIX (490M). OSPMX pays higher dividends than INFIX: OSPMX (6.02) vs INFIX (5.11). INFIX was incepted earlier than OSPMX: INFIX (14 years) vs OSPMX (12 years). OSPMX (6.24) is less costly to investors than INFIX (1.13). INFIX is a more actively managed with annual turnover of: 18.00 vs. OSPMX (11.00). INFIX (1000000) and OSPMX (1000000) have matching initial minimum investment requirements. OSPMX annual gain was more profitable for investors over the last year : 6.28 vs. INFIX (5.95). OSPMX return over 5 years is better than : 367.65 vs. INFIX (155.42).
| INFIX | OSPMX | INFIX / OSPMX | |
| Total Expense Ratio | 1.13 | 6.24 | 18% |
| Annual Report Gross Expense Ratio | 1.13 | 6.24 | 18% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -7.260 | -4.447 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 490M | 4.17B | 12% |
| Annual Yield % from dividends | 5.11 | 6.02 | 85% |
| Returns for 1 year | 5.95 | 6.28 | 95% |
| Returns for 3 years | 24.80 | 53.46 | 46% |
| Returns for 5 years | 155.42 | 367.65 | 42% |
| Returns for 10 years | 11.19 | 52.10 | 21% |
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