OEPIX
Price
$133.42
Change
+$1.95 (+1.48%)
Updated
Jul 13 closing price
Net Assets
11.42M
PMPSX
Price
$106.59
Change
-$4.03 (-3.64%)
Updated
Jul 13 closing price
Net Assets
56.13M
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OEPIX vs PMPSX

OEPIX vs PMPSX Comparison Chart in %
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OEPIX vs. PMPSX commentary
Jul 14, 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 StrongBuy and PMPSX is a Hold.

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FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 56.1M vs. OEPIX (11.4M). OEPIX pays higher dividends than PMPSX: OEPIX (0.56) 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 : 97.15 vs. PMPSX (54.78). PMPSX return over 5 years is better than : 105.59 vs. OEPIX (99.15).
OEPIXPMPSXOEPIX / PMPSX
Total Expense Ratio1.742.5369%
Annual Report Gross Expense Ratio1.742.5369%
Fund Existence20 years24 years-
Gain YTD55.567-21.961-253%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets11.4M56.1M20%
Annual Yield % from dividends0.560.00-
Returns for 1 year97.1554.78177%
Returns for 3 years21.86180.7712%
Returns for 5 years99.15105.5994%
Returns for 10 years-68.4599.25-69%
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