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OEPIX vs PMPIX
OEPIX vs PMPIX Comparison Chart in %
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OEPIX vs. PMPIX commentary
Jun 25, 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: 50M vs. OEPIX (13.1M). PMPIX pays higher dividends than OEPIX: PMPIX (1.10) vs OEPIX (0.83). 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 : 80.57 vs. OEPIX (-37.82). OEPIX return over 5 years is better than : 98.99 vs. PMPIX (34.64).
| 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 | -25.017 | 85.413 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1M | 50M | 26% |
| Annual Yield % from dividends | 0.83 | 1.10 | 75% |
| Returns for 1 year | -37.82 | 80.57 | -47% |
| Returns for 3 years | -10.08 | 72.29 | -14% |
| Returns for 5 years | 98.99 | 34.64 | 286% |
| Returns for 10 years | -89.38 | 141.06 | -63% |
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