Interact to see
Advertisement
Advertisement
OSPMX vs SACEX
OSPMX vs SACEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSPMX vs. SACEX commentary
Jun 13, 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 (169M). SACEX pays higher dividends than OSPMX: SACEX (25.61) vs OSPMX (6.55). 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 : 15.66 vs. SACEX (10.06). OSPMX return over 5 years is better than : 230.60 vs. SACEX (137.26).
| 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 | 5.501 | 3.163 | 174% |
| 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 | 169M | 2,308% |
| Annual Yield % from dividends | 6.55 | 25.61 | 26% |
| Returns for 1 year | 15.66 | 10.06 | 156% |
| Returns for 3 years | 73.17 | 41.64 | 176% |
| Returns for 5 years | 230.60 | 137.26 | 168% |
| Returns for 10 years | 71.84 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement