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OPATX vs SBPAX
OPATX vs SBPAX Comparison
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OPATX vs SBPAX Comparison Chart in %
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OPATX vs. SBPAX commentary
Jun 19, 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 OPATX is a Hold and SBPAX is a Hold.
FUNDAMENTALS
Fundamentals
OPATX has more cash in the bank: 669M vs. SBPAX (78.4M). OPATX pays higher dividends than SBPAX: OPATX (4.36) vs SBPAX (2.88). OPATX was incepted earlier than SBPAX: OPATX (37 years) vs SBPAX (32 years). OPATX (0.93) is less costly to investors than SBPAX (0.88). OPATX is a more actively managed with annual turnover of: 38.00 vs. SBPAX (9.00). OPATX initial investment is less costly to investors than SBPAX (4%) vs SBPAX (4%). OPATX (1000) and SBPAX (1000) have matching initial minimum investment requirements. SBPAX (7.21) and OPATX (6.86) have marching annual gain over last year. OPATX return over 5 years is better than : 3.77 vs. SBPAX (2.21).
| OPATX | SBPAX | OPATX / SBPAX | |
| Total Expense Ratio | 0.93 | 0.88 | 106% |
| Annual Report Gross Expense Ratio | 0.93 | 0.88 | 106% |
| Fund Existence | 37 years | 32 years | - |
| Gain YTD | 1.912 | 1.823 | 105% |
| Front Load | 4% | 4% | 113% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 78.4M | 853% |
| Annual Yield % from dividends | 4.36 | 2.88 | 152% |
| Returns for 1 year | 6.86 | 7.21 | 95% |
| Returns for 3 years | 10.97 | 11.67 | 94% |
| Returns for 5 years | 3.77 | 2.21 | 171% |
| Returns for 10 years | 28.69 | 15.86 | 181% |
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