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OSPAX vs SPMGX
OSPAX vs SPMGX Comparison Chart
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OSPAX vs. SPMGX commentary
Apr 04, 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 OSPAX is a Hold and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
OSPAX (1.19B) and SPMGX (1.19B) have equal amount of cash in the bank . SPMGX pays higher dividends than OSPAX: SPMGX (4.99) vs OSPAX (4.49). OSPAX was incepted earlier than SPMGX: OSPAX (12 years) vs SPMGX (6 years). SPMGX (3.36) is less costly to investors than OSPAX (2.76). OSPAX (101.00) and SPMGX (101.00) have comparable annual turnover. SPMGX has a lower initial minimum investment than OSPAX: SPMGX (1000) vs OSPAX (1000000). OSPAX (28.18) and SPMGX (27.43) have marching annual gain over last year. OSPAX (431.61) and SPMGX (417.02) have equivalent 5 years return.
| OSPAX | SPMGX | OSPAX / SPMGX | |
| Total Expense Ratio | 2.76 | 3.36 | 82% |
| Annual Report Gross Expense Ratio | 2.76 | 3.36 | 82% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 8.515 | 8.486 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 1.19B | 100% |
| Annual Yield % from dividends | 4.49 | 4.99 | 90% |
| Returns for 1 year | 28.18 | 27.43 | 103% |
| Returns for 3 years | 93.48 | 90.40 | 103% |
| Returns for 5 years | 431.61 | 417.02 | 104% |
| Returns for 10 years | 58.73 | N/A | - |
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