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OSPMX vs SACEX
OSPMX vs SACEX Comparison Chart
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OSPMX vs. SACEX commentary
Dec 19, 2024
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: 4.11B vs. SACEX (193M). SACEX pays higher dividends than OSPMX: SACEX (17.04) vs OSPMX (6.42). OSPMX was incepted earlier than SACEX: OSPMX (11 years) vs SACEX (9 years). OSPMX is a more actively managed with annual turnover of: 24.00 vs. SACEX (15.00). 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 : 25.56 vs. SACEX (18.11). OSPMX return over 5 years is better than : 117.05 vs. SACEX (49.47).
| OSPMX | SACEX | OSPMX / SACEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 24.662 | 18.112 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.11B | 193M | 2,129% |
| Annual Yield % from dividends | 6.42 | 17.04 | 38% |
| Returns for 1 year | 25.56 | 18.11 | 141% |
| Returns for 3 years | 97.53 | 77.54 | 126% |
| Returns for 5 years | 117.05 | 49.47 | 237% |
| Returns for 10 years | 55.85 | N/A | - |
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