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OEPIX vs PMPSX
OEPIX vs PMPSX Comparison Chart in %
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OEPIX vs. PMPSX commentary
Oct 19, 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 Hold and PMPSX is a Buy.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 95.4M vs. OEPIX (9.67M). OEPIX pays higher dividends than PMPSX: OEPIX (0.63) vs PMPSX (0.32). 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 : 139.33 vs. OEPIX (-23.54). OEPIX return over 5 years is better than : 172.03 vs. PMPSX (86.48).
| 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 | -18.766 | 226.298 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.67M | 95.4M | 10% |
| Annual Yield % from dividends | 0.63 | 0.32 | 200% |
| Returns for 1 year | -23.54 | 139.33 | -17% |
| Returns for 3 years | -10.69 | 324.07 | -3% |
| Returns for 5 years | 172.03 | 86.48 | 199% |
| Returns for 10 years | -84.97 | 440.46 | -19% |
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