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OSPMX vs SACEX
OSPMX vs SACEX Comparison Chart in %
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OSPMX vs. SACEX commentary
Sep 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 OSPMX is a Hold and SACEX is a Hold.
FUNDAMENTALS
Fundamentals
OSPMX has more cash in the bank: 3.93B vs. SACEX (157M). SACEX pays higher dividends than OSPMX: SACEX (23.84) vs OSPMX (6.54). OSPMX was incepted earlier than SACEX: OSPMX (12 years) vs SACEX (9 years). OSPMX (8.68) is less costly to investors than SACEX (2.23). SACEX is a more actively managed with annual turnover of: 13.00 vs. OSPMX (11.00). SACEX has a lower initial minimum investment than OSPMX: SACEX (500) vs OSPMX (1000000). OSPMX annual gain was more profitable for investors over the last year : 13.55 vs. SACEX (11.13). OSPMX return over 5 years is better than : 255.03 vs. SACEX (165.53).
| OSPMX | SACEX | OSPMX / SACEX | |
| Total Expense Ratio | 8.68 | 2.23 | 389% |
| Annual Report Gross Expense Ratio | 8.68 | 2.23 | 389% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 5.869 | 5.820 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 157M | 2,504% |
| Annual Yield % from dividends | 6.54 | 23.84 | 27% |
| Returns for 1 year | 13.55 | 11.13 | 122% |
| Returns for 3 years | 67.75 | 47.44 | 143% |
| Returns for 5 years | 255.03 | 165.53 | 154% |
| Returns for 10 years | 104.51 | N/A | - |
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