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OSPSX vs SPMWX
OSPSX vs SPMWX Comparison Chart in %
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OSPSX vs. SPMWX commentary
Aug 26, 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 Buy and SPMWX is a Buy.
FUNDAMENTALS
Fundamentals
OSPSX (2.06B) and SPMWX (2.06B) have equal amount of cash in the bank . SPMWX pays higher dividends than OSPSX: SPMWX (6.00) vs OSPSX (5.37). OSPSX was incepted earlier than SPMWX: OSPSX (12 years) vs SPMWX (6 years). SPMWX (10.54) is less costly to investors than OSPSX (9.93). OSPSX (20.00) and SPMWX (20.00) have comparable annual turnover. SPMWX has a lower initial minimum investment than OSPSX: SPMWX (1000) vs OSPSX (1000000). OSPSX (15.72) and SPMWX (15.15) have marching annual gain over last year. OSPSX (232.19) and SPMWX (223.56) have equivalent 5 years return.
| OSPSX | SPMWX | OSPSX / SPMWX | |
| Total Expense Ratio | 9.93 | 10.54 | 94% |
| Annual Report Gross Expense Ratio | 9.93 | 10.54 | 94% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 4.987 | 4.612 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 2.06B | 100% |
| Annual Yield % from dividends | 5.37 | 6.00 | 89% |
| Returns for 1 year | 15.72 | 15.15 | 104% |
| Returns for 3 years | 69.36 | 66.61 | 104% |
| Returns for 5 years | 232.19 | 223.56 | 104% |
| Returns for 10 years | 92.37 | N/A | - |
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