OEPIX
Price
$129.53
Change
+$5.92 (+4.79%)
Updated
Jul 31 closing price
Net Assets
11.14M
PMPIX
Price
$129.13
Change
-$6.39 (-4.72%)
Updated
Jul 31 closing price
Net Assets
63.13M
Interact to see
Advertisement

OEPIX vs PMPIX

OEPIX vs PMPIX Comparison Chart in %
View a ticker or compare two or three
VS
OEPIX vs. PMPIX commentary
Aug 03, 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 Buy and PMPIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMPIX has more cash in the bank: 63.1M vs. OEPIX (11.1M). PMPIX (0.57) and OEPIX (0.57) 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 : 104.42 vs. PMPIX (52.43). OEPIX return over 5 years is better than : 113.71 vs. PMPIX (103.98).
OEPIXPMPIXOEPIX / PMPIX
Total Expense Ratio1.741.53114%
Annual Report Gross Expense Ratio1.741.53114%
Fund Existence20 years24 years-
Gain YTD53.272-24.406-218%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets11.1M63.1M18%
Annual Yield % from dividends0.570.5799%
Returns for 1 year104.4252.43199%
Returns for 3 years6.43200.963%
Returns for 5 years113.71103.98109%
Returns for 10 years-66.6796.95-69%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PLBBX40.490.36
+0.90%
Plumb Balanced Investor
TISAX81.020.57
+0.71%
Nuveen S&P 500 Index I
PDARX13.69-0.07
-0.51%
Principal Diversified Real Asset R6
RRRAX24.35-0.13
-0.53%
DWS RREEF Real Estate Securities A
GSIOX36.34-0.21
-0.57%
Goldman Sachs Small Cap Gr Insghts Instl