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OSPMX vs SACEX
OSPMX vs SACEX Comparison Chart
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OSPMX vs. SACEX commentary
May 01, 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: 4.17B vs. SACEX (183M). SACEX pays higher dividends than OSPMX: SACEX (29.80) vs OSPMX (6.02). 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 : 13.49 vs. SACEX (1.82). OSPMX return over 5 years is better than : 260.07 vs. SACEX (139.20).
| 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 | 3.359 | -0.961 | -350% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 183M | 2,279% |
| Annual Yield % from dividends | 6.02 | 29.80 | 20% |
| Returns for 1 year | 13.49 | 1.82 | 743% |
| Returns for 3 years | 70.46 | 41.60 | 169% |
| Returns for 5 years | 260.07 | 139.20 | 187% |
| Returns for 10 years | 60.87 | N/A | - |