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OSPSX vs SPMQX
OSPSX vs SPMQX Comparison Chart in %
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OSPSX vs. SPMQX commentary
Oct 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 Hold and SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.83B vs. OSPSX (2.01B). SPMQX pays higher dividends than OSPSX: SPMQX (7.29) vs OSPSX (5.48). 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. OSPSX annual gain was more profitable for investors over the last year : 9.57 vs. SPMQX (7.08). OSPSX (245.06) and SPMQX (243.43) 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 | 3.288 | 2.307 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 3.83B | 52% |
| Annual Yield % from dividends | 5.48 | 7.29 | 75% |
| Returns for 1 year | 9.57 | 7.08 | 135% |
| Returns for 3 years | 82.83 | 68.03 | 122% |
| Returns for 5 years | 245.06 | 243.43 | 101% |
| Returns for 10 years | 97.53 | N/A | - |
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