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OSPAX vs SPMGX
OSPAX vs SPMGX Comparison Chart in %
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OSPAX vs. SPMGX commentary
Oct 06, 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 (1.05B) and SPMGX (1.05B) have equal amount of cash in the bank . SPMGX pays higher dividends than OSPAX: SPMGX (5.76) vs OSPAX (5.15). 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 annual gain was more profitable for investors over the last year : 9.97 vs. SPMGX (9.35). OSPAX (299.84) and SPMGX (288.33) 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 | 1.528 | 1.084 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 1.05B | 100% |
| Annual Yield % from dividends | 5.15 | 5.76 | 89% |
| Returns for 1 year | 9.97 | 9.35 | 107% |
| Returns for 3 years | 81.72 | 78.47 | 104% |
| Returns for 5 years | 299.84 | 288.33 | 104% |
| Returns for 10 years | 78.15 | N/A | - |
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