OEPIX
Price
$136.88
Change
+$2.59 (+1.93%)
Updated
Jun 22 closing price
Net Assets
12.92M
PMPIX
Price
$152.05
Change
-$4.50 (-2.87%)
Updated
Jun 22 closing price
Net Assets
90.03M
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OEPIX vs PMPIX

OEPIX vs PMPIX Comparison Chart in %
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OEPIX vs. PMPIX commentary
Jun 24, 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 Hold and PMPIX is a Buy.

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FUNDAMENTALS
Fundamentals
PMPIX has more cash in the bank: 90M vs. OEPIX (12.9M). OEPIX pays higher dividends than PMPIX: OEPIX (0.50) vs PMPIX (0.41). 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 : 107.99 vs. PMPIX (84.62). PMPIX return over 5 years is better than : 155.39 vs. OEPIX (70.65).
OEPIXPMPIXOEPIX / PMPIX
Total Expense Ratio1.741.53114%
Annual Report Gross Expense Ratio1.741.53114%
Fund Existence20 years24 years-
Gain YTD58.904-8.354-705%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets12.9M90M14%
Annual Yield % from dividends0.500.41120%
Returns for 1 year107.9984.62128%
Returns for 3 years62.31270.5423%
Returns for 5 years70.65155.3945%
Returns for 10 years-65.49202.54-32%
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