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OEPIX vs PMPSX
OEPIX vs PMPSX Comparison Chart in %
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OEPIX vs. PMPSX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 93.4M vs. OEPIX (11.8M). 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 : 117.13 vs. OEPIX (-20.99). OEPIX return over 5 years is better than : 181.90 vs. PMPSX (77.60).
| 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 | -15.300 | 197.261 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 93.4M | 13% |
| Annual Yield % from dividends | 0.66 | 0.41 | 159% |
| Returns for 1 year | -20.99 | 117.13 | -18% |
| Returns for 3 years | 31.19 | 328.54 | 9% |
| Returns for 5 years | 181.90 | 77.60 | 234% |
| Returns for 10 years | -81.59 | 563.07 | -14% |
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