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OSPMX vs SACEX
OSPMX vs SACEX Comparison Chart
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OSPMX vs. SACEX commentary
May 23, 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 SACEX is a Buy.
FUNDAMENTALS
Fundamentals
OSPMX has more cash in the bank: 3.83B vs. SACEX (180M). SACEX pays higher dividends than OSPMX: SACEX (33.00) vs OSPMX (6.61). 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 : 14.70 vs. SACEX (5.30). OSPMX return over 5 years is better than : 244.03 vs. SACEX (131.86).
| 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 | 5.376 | 1.494 | 360% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 180M | 2,127% |
| Annual Yield % from dividends | 6.61 | 33.00 | 20% |
| Returns for 1 year | 14.70 | 5.30 | 277% |
| Returns for 3 years | 72.63 | 40.09 | 181% |
| Returns for 5 years | 244.03 | 131.86 | 185% |
| Returns for 10 years | 64.16 | N/A | - |
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