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OSPSX vs SPMQX
OSPSX vs SPMQX Comparison Chart
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OSPSX vs. SPMQX commentary
May 10, 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 OSPSX is a StrongBuy and SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.83B vs. OSPSX (2.04B). SPMQX pays higher dividends than OSPSX: SPMQX (7.16) vs OSPSX (5.44). OSPSX was incepted earlier than SPMQX: OSPSX (12 years) vs SPMQX (6 years). OSPSX (6.28) and SPMQX (6.24) have similar cost to investors . OSPSX is a more actively managed with annual turnover of: 20.00 vs. SPMQX (11.00). OSPSX (1000000) and SPMQX (1000000) have matching initial minimum investment requirements. OSPSX annual gain was more profitable for investors over the last year : 16.82 vs. SPMQX (10.20). SPMQX (264.04) and OSPSX (257.06) have equivalent 5 years return.
| OSPSX | SPMQX | OSPSX / SPMQX | |
| Total Expense Ratio | 6.28 | 6.24 | 101% |
| Annual Report Gross Expense Ratio | 6.28 | 6.24 | 101% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 1.719 | 1.230 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 3.83B | 53% |
| Annual Yield % from dividends | 5.44 | 7.16 | 76% |
| Returns for 1 year | 16.82 | 10.20 | 165% |
| Returns for 3 years | 78.85 | 70.06 | 113% |
| Returns for 5 years | 257.06 | 264.04 | 97% |
| Returns for 10 years | 65.02 | N/A | - |
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