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OEPIX vs PMPIX
OEPIX vs PMPIX Comparison
Open Charts OEPIX vs PMPIX
OEPIX vs PMPIX Comparison Chart in %
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OEPIX vs. PMPIX commentary
Jul 14, 2026
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 StrongBuy and PMPIX is a Hold.
FUNDAMENTALS
Fundamentals
PMPIX has more cash in the bank: 56.1M vs. OEPIX (11.4M). OEPIX (0.56) and PMPIX (0.54) have matching dividends . OEPIX was incepted earlier than PMPIX: OEPIX (20 years) vs PMPIX (24 years). OEPIX (1.74) is less costly to investors than PMPIX (1.53). 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. OEPIX annual gain was more profitable for investors over the last year : 97.15 vs. PMPIX (56.34). PMPIX return over 5 years is better than : 115.98 vs. OEPIX (99.15).
| OEPIX | PMPIX | OEPIX / PMPIX | |
| Total Expense Ratio | 1.74 | 1.53 | 114% |
| Annual Report Gross Expense Ratio | 1.74 | 1.53 | 114% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 55.567 | -21.555 | -258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4M | 56.1M | 20% |
| Annual Yield % from dividends | 0.56 | 0.54 | 102% |
| Returns for 1 year | 97.15 | 56.34 | 172% |
| Returns for 3 years | 21.86 | 189.10 | 12% |
| Returns for 5 years | 99.15 | 115.98 | 85% |
| Returns for 10 years | -68.45 | 120.09 | -57% |
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