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OEPIX vs PMPSX
OEPIX vs PMPSX Comparison Chart in %
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OEPIX vs. PMPSX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 75M vs. OEPIX (11M). OEPIX pays higher dividends than PMPSX: OEPIX (0.54) vs PMPSX (0.36). 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). PMPSX is a more actively managed with annual turnover of: 229.00 vs. OEPIX (149.00). OEPIX (15000) and PMPSX (15000) have matching initial minimum investment requirements. PMPSX annual gain was more profitable for investors over the last year : 168.89 vs. OEPIX (-14.18). PMPSX return over 5 years is better than : 109.12 vs. OEPIX (100.70).
| 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 | -7.668 | 204.513 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11M | 75M | 15% |
| Annual Yield % from dividends | 0.54 | 0.36 | 151% |
| Returns for 1 year | -14.18 | 168.89 | -8% |
| Returns for 3 years | -25.01 | 232.67 | -11% |
| Returns for 5 years | 100.70 | 109.12 | 92% |
| Returns for 10 years | -81.05 | 560.33 | -14% |
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