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OSPMX vs SACEX
OSPMX vs SACEX Comparison Chart in %
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OSPMX vs. SACEX commentary
Aug 16, 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: 3.96B vs. SACEX (157M). SACEX pays higher dividends than OSPMX: SACEX (24.21) vs OSPMX (6.46). OSPMX was incepted earlier than SACEX: OSPMX (12 years) vs SACEX (9 years). OSPMX (6.24) 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 : 13.57 vs. SACEX (6.71). OSPMX return over 5 years is better than : 217.20 vs. SACEX (140.21).
| OSPMX | SACEX | OSPMX / SACEX | |
| Total Expense Ratio | 6.24 | 2.23 | 280% |
| Annual Report Gross Expense Ratio | 6.24 | 2.23 | 280% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 4.946 | 3.394 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 157M | 2,522% |
| Annual Yield % from dividends | 6.46 | 24.21 | 27% |
| Returns for 1 year | 13.57 | 6.71 | 202% |
| Returns for 3 years | 64.35 | 42.37 | 152% |
| Returns for 5 years | 217.20 | 140.21 | 155% |
| Returns for 10 years | 96.63 | N/A | - |
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