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OSPAX vs SPMGX
OSPAX vs SPMGX Comparison Chart
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OSPAX vs. SPMGX commentary
Apr 25, 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 StrongBuy and SPMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSPAX (1.18B) and SPMGX (1.18B) 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 (19.38) and SPMGX (18.70) have marching annual gain over last year. OSPAX (281.32) and SPMGX (269.68) 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 | -0.052 | -0.178 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.18B | 100% |
| Annual Yield % from dividends | 4.49 | 4.99 | 90% |
| Returns for 1 year | 19.38 | 18.70 | 104% |
| Returns for 3 years | 76.72 | 73.93 | 104% |
| Returns for 5 years | 281.32 | 269.68 | 104% |
| Returns for 10 years | 42.56 | N/A | - |
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