OEPIX
Price
$136.88
Change
+$2.59 (+1.93%)
Updated
Jun 22 closing price
Net Assets
13.06M
PMPSX
Price
$125.58
Change
-$3.73 (-2.88%)
Updated
Jun 22 closing price
Net Assets
96.27M
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OEPIX vs PMPSX

OEPIX vs PMPSX Comparison Chart in %
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OEPIX vs. PMPSX commentary
Jun 24, 2026

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.

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FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 96.3M vs. OEPIX (13.1M). OEPIX pays higher dividends than PMPSX: OEPIX (0.50) vs PMPSX (0.00). OEPIX was incepted earlier than PMPSX: OEPIX (20 years) vs PMPSX (24 years). PMPSX (2.53) is less costly to investors than OEPIX (1.74). 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. OEPIX annual gain was more profitable for investors over the last year : 107.99 vs. PMPSX (82.80). PMPSX return over 5 years is better than : 143.08 vs. OEPIX (70.65).
OEPIXPMPSXOEPIX / PMPSX
Total Expense Ratio1.742.5369%
Annual Report Gross Expense Ratio1.742.5369%
Fund Existence20 years24 years-
Gain YTD58.904-8.776-671%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets13.1M96.3M14%
Annual Yield % from dividends0.500.00-
Returns for 1 year107.9982.80130%
Returns for 3 years62.31259.8624%
Returns for 5 years70.65143.0849%
Returns for 10 years-65.49173.86-38%
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