Ad is loading...
OSPMX vs OSPSX
OSPMX vs OSPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSPMX vs. OSPSX commentary
May 10, 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 OSPMX is a Buy and OSPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSPMX has more cash in the bank: 3.83B vs. OSPSX (2.04B). OSPMX pays higher dividends than OSPSX: OSPMX (6.61) vs OSPSX (5.44). OSPMX was incepted earlier than OSPSX: OSPMX (12 years) vs OSPSX (12 years). OSPSX (6.28) and OSPMX (6.24) have similar cost to investors . OSPSX is a more actively managed with annual turnover of: 20.00 vs. OSPMX (11.00). OSPMX (1000000) and OSPSX (1000000) have matching initial minimum investment requirements. OSPSX annual gain was more profitable for investors over the last year : 16.82 vs. OSPMX (10.26). OSPMX (265.96) and OSPSX (257.06) have equivalent 5 years return.
| OSPMX | OSPSX | OSPMX / OSPSX | |
| Total Expense Ratio | 6.24 | 6.28 | 99% |
| Annual Report Gross Expense Ratio | 6.24 | 6.28 | 99% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 1.293 | 1.719 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 2.04B | 188% |
| Annual Yield % from dividends | 6.61 | 5.44 | 121% |
| Returns for 1 year | 10.26 | 16.82 | 61% |
| Returns for 3 years | 70.53 | 78.85 | 89% |
| Returns for 5 years | 265.96 | 257.06 | 103% |
| Returns for 10 years | 60.93 | 65.02 | 94% |
View a ticker or compare two or three
VS
VS
Ad is loading...