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OSPMX vs SACEX
OSPMX vs SACEX Comparison Chart in %
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OSPMX vs. SACEX commentary
Jul 05, 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: 3.9B vs. SACEX (165M). SACEX pays higher dividends than OSPMX: SACEX (24.67) vs OSPMX (6.48). 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 : 11.20 vs. SACEX (7.02). OSPMX return over 5 years is better than : 266.92 vs. SACEX (152.29).
| 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 | 5.307 | 4.088 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 165M | 2,364% |
| Annual Yield % from dividends | 6.48 | 24.67 | 26% |
| Returns for 1 year | 11.20 | 7.02 | 160% |
| Returns for 3 years | 83.59 | 56.89 | 147% |
| Returns for 5 years | 266.92 | 152.29 | 175% |
| Returns for 10 years | 80.06 | N/A | - |
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