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OEPIX vs PMPSX
OEPIX vs PMPSX Comparison
Open Charts OEPIX vs PMPSX
OEPIX vs PMPSX Comparison Chart in %
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OEPIX vs. PMPSX commentary
Sep 12, 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.
FUNDAMENTALS
Fundamentals
PMPSX has more cash in the bank: 108M vs. OEPIX (13.2M). 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 : 110.52 vs. PMPSX (47.47). PMPSX return over 5 years is better than : 243.59 vs. OEPIX (163.19).
| OEPIX | PMPSX | OEPIX / PMPSX | |
| Total Expense Ratio | 1.74 | 2.53 | 69% |
| Annual Report Gross Expense Ratio | 1.74 | 2.53 | 69% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 73.104 | 11.661 | 627% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 108M | 12% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 110.52 | 47.47 | 233% |
| Returns for 3 years | 10.47 | 372.33 | 3% |
| Returns for 5 years | 163.19 | 243.59 | 67% |
| Returns for 10 years | -64.12 | 256.55 | -25% |
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