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OSPSX vs SPMQX
OSPSX vs SPMQX Comparison Chart in %
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OSPSX vs. SPMQX commentary
Nov 20, 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 Hold and SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. OSPSX (2B). SPMQX pays higher dividends than OSPSX: SPMQX (7.47) vs OSPSX (5.71). OSPSX was incepted earlier than SPMQX: OSPSX (12 years) vs SPMQX (6 years). OSPSX (9.93) is less costly to investors than SPMQX (8.68). 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. SPMQX annual gain was more profitable for investors over the last year : 7.83 vs. OSPSX (5.57). OSPSX (207.30) and SPMQX (203.62) have equivalent 5 years return.
| OSPSX | SPMQX | OSPSX / SPMQX | |
| Total Expense Ratio | 9.93 | 8.68 | 114% |
| Annual Report Gross Expense Ratio | 9.93 | 8.68 | 114% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 6.084 | 7.216 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 3.9B | 51% |
| Annual Yield % from dividends | 5.71 | 7.47 | 76% |
| Returns for 1 year | 5.57 | 7.83 | 71% |
| Returns for 3 years | 70.14 | 59.82 | 117% |
| Returns for 5 years | 207.30 | 203.62 | 102% |
| Returns for 10 years | 120.91 | N/A | - |
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