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OEPIX vs PMPIX
OEPIX vs PMPIX Comparison Chart in %
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OEPIX vs. PMPIX commentary
Oct 09, 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 Buy and PMPIX is a Hold.
FUNDAMENTALS
Fundamentals
PMPIX has more cash in the bank: 104M vs. OEPIX (11.8M). OEPIX pays higher dividends than PMPIX: OEPIX (0.63) vs PMPIX (0.59). 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). OEPIX is a more actively managed with annual turnover of: 217.00 vs. PMPIX (204.00). OEPIX (15000) and PMPIX (15000) have matching initial minimum investment requirements. PMPIX annual gain was more profitable for investors over the last year : 159.80 vs. OEPIX (-23.32). OEPIX return over 5 years is better than : 162.06 vs. PMPIX (86.81).
| 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 | -15.151 | 222.491 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 104M | 11% |
| Annual Yield % from dividends | 0.63 | 0.59 | 107% |
| Returns for 1 year | -23.32 | 159.80 | -15% |
| Returns for 3 years | -5.43 | 306.46 | -2% |
| Returns for 5 years | 162.06 | 86.81 | 187% |
| Returns for 10 years | -85.03 | 496.99 | -17% |
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