OEPIX
Price
$145.85
Change
-$1.05 (-0.71%)
Updated
Aug 21 closing price
Net Assets
10.71M
PMPIX
Price
$212.31
Change
+$9.53 (+4.70%)
Updated
Aug 21 closing price
Net Assets
113.76M
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 23, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMPIX has more cash in the bank: 114M vs. OEPIX (10.7M). 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 : 134.17 vs. PMPIX (105.00). PMPIX return over 5 years is better than : 306.66 vs. OEPIX (192.27).
OEPIXPMPIXOEPIX / PMPIX
Total Expense Ratio1.741.53114%
Annual Report Gross Expense Ratio1.741.53114%
Fund Existence20 years24 years-
Gain YTD72.58324.289299%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets10.7M114M9%
Annual Yield % from dividends0.570.5799%
Returns for 1 year134.17105.00128%
Returns for 3 years26.91456.546%
Returns for 5 years192.27306.6663%
Returns for 10 years-66.08265.21-25%
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 %
HWMAX73.290.54
+0.74%
Hotchkis & Wiley Mid-Cap Value A
HEORX20.150.09
+0.45%
Hartford Climate Opportunities R3
MGBRX18.590.08
+0.43%
MFS Global Total Return R2
MEIGX53.680.11
+0.21%
MFS Value R1
FSDAX28.82N/A
N/A
Fidelity Select Defense & Aerospace