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OEPIX vs PMPSX
OEPIX vs PMPSX Comparison Chart in %
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OEPIX vs. PMPSX commentary
Sep 06, 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 Buy and PMPSX is a Buy.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 64.2M vs. OEPIX (9.77M). OEPIX pays higher dividends than PMPSX: OEPIX (0.66) vs PMPSX (0.41). OEPIX was incepted earlier than PMPSX: OEPIX (19 years) vs PMPSX (23 years). PMPSX (2.63) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. PMPSX (204.00). OEPIX (15000) and PMPSX (15000) have matching initial minimum investment requirements. PMPSX annual gain was more profitable for investors over the last year : 108.93 vs. OEPIX (-24.20). OEPIX return over 5 years is better than : 84.46 vs. PMPSX (36.07).
| OEPIX | PMPSX | OEPIX / PMPSX | |
| Total Expense Ratio | 1.72 | 2.63 | 65% |
| Annual Report Gross Expense Ratio | 1.72 | 2.63 | 65% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -20.366 | 151.344 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.77M | 64.2M | 15% |
| Annual Yield % from dividends | 0.66 | 0.41 | 159% |
| Returns for 1 year | -24.20 | 108.93 | -22% |
| Returns for 3 years | -6.57 | 233.33 | -3% |
| Returns for 5 years | 84.46 | 36.07 | 234% |
| Returns for 10 years | -85.48 | 440.51 | -19% |
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