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OOSIX vs PFFRX
OOSIX vs PFFRX Comparison Chart in %
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OOSIX vs. PFFRX commentary
Jun 18, 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 OOSIX is a Hold and PFFRX is a Hold.
FUNDAMENTALS
Fundamentals
PFFRX has more cash in the bank: 4.77B vs. OOSIX (2.86B). OOSIX pays higher dividends than PFFRX: OOSIX (9.11) vs PFFRX (7.70). OOSIX was incepted earlier than PFFRX: OOSIX (13 years) vs PFFRX (15 years). OOSIX (0.75) is less costly to investors than PFFRX (0.70). PFFRX is a more actively managed with annual turnover of: 78.50 vs. OOSIX (48.00). PFFRX has a lower initial minimum investment than OOSIX: PFFRX (2500) vs OOSIX (1000000). PFFRX annual gain was more profitable for investors over the last year : 7.43 vs. OOSIX (6.61). OOSIX return over 5 years is better than : 44.90 vs. PFFRX (37.44).
| OOSIX | PFFRX | OOSIX / PFFRX | |
| Total Expense Ratio | 0.75 | 0.70 | 107% |
| Annual Report Gross Expense Ratio | 0.75 | 0.70 | 107% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 1.413 | 2.150 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 4.77B | 60% |
| Annual Yield % from dividends | 9.11 | 7.70 | 118% |
| Returns for 1 year | 6.61 | 7.43 | 89% |
| Returns for 3 years | 27.70 | 29.40 | 94% |
| Returns for 5 years | 44.90 | 37.44 | 120% |
| Returns for 10 years | 50.00 | 59.52 | 84% |
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