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MLXIX vs OSPMX
MLXIX vs OSPMX Comparison Chart
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MLXIX vs. OSPMX commentary
May 11, 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 MLXIX is a StrongBuy and OSPMX is a Buy.
FUNDAMENTALS
Fundamentals
OSPMX has more cash in the bank: 3.83B vs. MLXIX (400M). OSPMX pays higher dividends than MLXIX: OSPMX (6.61) vs MLXIX (5.48). MLXIX was incepted earlier than OSPMX: MLXIX (10 years) vs OSPMX (12 years). OSPMX (6.24) is less costly to investors than MLXIX (1.48). MLXIX is a more actively managed with annual turnover of: 22.00 vs. OSPMX (11.00). MLXIX has a lower initial minimum investment than OSPMX: MLXIX (2500) vs OSPMX (1000000). MLXIX annual gain was more profitable for investors over the last year : 20.73 vs. OSPMX (10.77). OSPMX return over 5 years is better than : 267.66 vs. MLXIX (230.21).
| MLXIX | OSPMX | MLXIX / OSPMX | |
| Total Expense Ratio | 1.43 | 6.24 | 23% |
| Annual Report Gross Expense Ratio | 1.48 | 6.24 | 24% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -4.234 | 1.764 | -240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 3.83B | 10% |
| Annual Yield % from dividends | 5.48 | 6.61 | 83% |
| Returns for 1 year | 20.73 | 10.77 | 192% |
| Returns for 3 years | 67.17 | 71.33 | 94% |
| Returns for 5 years | 230.21 | 267.66 | 86% |
| Returns for 10 years | 33.86 | 61.68 | 55% |
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