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OEPIX vs PMPSX
OEPIX vs PMPSX Comparison Chart
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OEPIX vs. PMPSX commentary
Dec 24, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 20.8M vs. OEPIX (10.4M). PMPSX pays higher dividends than OEPIX: PMPSX (0.57) vs OEPIX (0.00). OEPIX was incepted earlier than PMPSX: OEPIX (19 years) vs PMPSX (23 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. PMPSX (128.00). OEPIX (15000) and PMPSX (15000) have matching initial minimum investment requirements. PMPSX annual gain was more profitable for investors over the last year : 3.59 vs. OEPIX (-21.68). PMPSX return over 5 years is better than : -9.83 vs. OEPIX (-47.03).
| OEPIX | PMPSX | OEPIX / PMPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -20.578 | 6.681 | -308% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 20.8M | 50% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -21.68 | 3.59 | -605% |
| Returns for 3 years | 41.65 | -15.64 | -266% |
| Returns for 5 years | -47.03 | -9.83 | 478% |
| Returns for 10 years | -87.34 | 13.41 | -651% |
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