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OSPAX vs SPMHX
OSPAX vs SPMHX Comparison Chart
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OSPAX vs. SPMHX commentary
Apr 11, 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
OSPAX (1.18B) and SPMHX (1.18B) have equal amount of cash in the bank . SPMHX pays higher dividends than OSPAX: SPMHX (4.79) vs OSPAX (4.49). OSPAX was incepted earlier than SPMHX: OSPAX (12 years) vs SPMHX (6 years). OSPAX (2.76) and SPMHX (2.76) have similar cost to investors . OSPAX (101.00) and SPMHX (101.00) have comparable annual turnover. OSPAX (1000000) and SPMHX (1000000) have matching initial minimum investment requirements. SPMHX (10.05) and OSPAX (9.93) have marching annual gain over last year. OSPAX (310.97) and SPMHX (309.58) have equivalent 5 years return.
| OSPAX | SPMHX | OSPAX / SPMHX | |
| Total Expense Ratio | 2.76 | 2.76 | 100% |
| Annual Report Gross Expense Ratio | 2.76 | 2.76 | 100% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -7.850 | -7.797 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.18B | 100% |
| Annual Yield % from dividends | 4.49 | 4.79 | 94% |
| Returns for 1 year | 9.93 | 10.05 | 99% |
| Returns for 3 years | 64.28 | 63.92 | 101% |
| Returns for 5 years | 310.97 | 309.58 | 100% |
| Returns for 10 years | 33.69 | N/A | - |
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