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OEPIX vs PMPIX
OEPIX vs PMPIX Comparison Chart in %
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OEPIX vs. PMPIX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
PMPIX has more cash in the bank: 52.7M vs. OEPIX (10.3M). PMPIX pays higher dividends than OEPIX: PMPIX (1.03) vs OEPIX (0.76). 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 : 43.75 vs. OEPIX (-50.44). OEPIX return over 5 years is better than : 77.27 vs. PMPIX (11.31).
| 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 | -29.714 | 83.105 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 52.7M | 20% |
| Annual Yield % from dividends | 0.76 | 1.03 | 74% |
| Returns for 1 year | -50.44 | 43.75 | -115% |
| Returns for 3 years | -0.60 | 111.59 | -1% |
| Returns for 5 years | 77.27 | 11.31 | 683% |
| Returns for 10 years | -89.02 | 205.01 | -43% |
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