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OEPIX vs PMPIX
OEPIX vs PMPIX Comparison Chart in %
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OEPIX vs. PMPIX commentary
Nov 20, 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 OEPIX is a Hold and PMPIX is a Hold.
FUNDAMENTALS
Fundamentals
PMPIX has more cash in the bank: 75.5M vs. OEPIX (11.3M). PMPIX pays higher dividends than OEPIX: PMPIX (0.66) vs OEPIX (0.54). OEPIX was incepted earlier than PMPIX: OEPIX (19 years) vs PMPIX (23 years). OEPIX (1.72) is less costly to investors than PMPIX (1.63). PMPIX is a more actively managed with annual turnover of: 229.00 vs. OEPIX (149.00). OEPIX (15000) and PMPIX (15000) have matching initial minimum investment requirements. PMPIX annual gain was more profitable for investors over the last year : 166.35 vs. OEPIX (-12.59). PMPIX return over 5 years is better than : 119.73 vs. OEPIX (106.75).
| OEPIX | PMPIX | OEPIX / PMPIX | |
| Total Expense Ratio | 1.72 | 1.63 | 106% |
| Annual Report Gross Expense Ratio | 1.72 | 1.63 | 106% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -6.585 | 211.670 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 75.5M | 15% |
| Annual Yield % from dividends | 0.54 | 0.66 | 81% |
| Returns for 1 year | -12.59 | 166.35 | -8% |
| Returns for 3 years | -24.13 | 247.53 | -10% |
| Returns for 5 years | 106.75 | 119.73 | 89% |
| Returns for 10 years | -80.82 | 640.36 | -13% |
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