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OEPIX vs PMPSX
OEPIX vs PMPSX Comparison Chart in %
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OEPIX vs. PMPSX commentary
Jul 27, 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 StrongBuy and PMPSX is a Buy.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 47.4M vs. OEPIX (11.2M). OEPIX pays higher dividends than PMPSX: OEPIX (0.76) vs PMPSX (0.55). 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 : 70.22 vs. OEPIX (-44.75). OEPIX return over 5 years is better than : 70.40 vs. PMPSX (2.76).
| 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 | -23.475 | 95.278 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2M | 47.4M | 24% |
| Annual Yield % from dividends | 0.76 | 0.55 | 138% |
| Returns for 1 year | -44.75 | 70.22 | -64% |
| Returns for 3 years | -1.71 | 137.09 | -1% |
| Returns for 5 years | 70.40 | 2.76 | 2,553% |
| Returns for 10 years | -87.62 | 282.92 | -31% |
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