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OEPIX vs PMPSX
OEPIX vs PMPSX Comparison Chart
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OEPIX vs. PMPSX commentary
May 23, 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: 44.9M vs. OEPIX (7.93M). OEPIX pays higher dividends than PMPSX: OEPIX (0.88) vs PMPSX (0.60). 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 : 50.13 vs. OEPIX (-52.71). OEPIX return over 5 years is better than : 67.59 vs. PMPSX (7.90).
| 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 | -38.073 | 66.684 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.93M | 44.9M | 18% |
| Annual Yield % from dividends | 0.88 | 0.60 | 148% |
| Returns for 1 year | -52.71 | 50.13 | -105% |
| Returns for 3 years | -45.94 | 34.11 | -135% |
| Returns for 5 years | 67.59 | 7.90 | 856% |
| Returns for 10 years | -91.96 | 71.64 | -128% |
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