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OSPSX vs SPMWX
OSPSX vs SPMWX Comparison Chart
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OSPSX vs. SPMWX commentary
Apr 11, 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 (2.21B) and SPMWX (2.21B) have equal amount of cash in the bank . SPMWX pays higher dividends than OSPSX: SPMWX (5.57) vs OSPSX (5.00). OSPSX was incepted earlier than SPMWX: OSPSX (12 years) vs SPMWX (6 years). SPMWX (6.87) is less costly to investors than OSPSX (6.28). 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 annual gain was more profitable for investors over the last year : 10.07 vs. SPMWX (9.40). OSPSX (320.03) and SPMWX (307.95) have equivalent 5 years return.
| OSPSX | SPMWX | OSPSX / SPMWX | |
| Total Expense Ratio | 6.28 | 6.84 | 92% |
| Annual Report Gross Expense Ratio | 6.28 | 6.87 | 91% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | -5.715 | -5.887 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 2.21B | 100% |
| Annual Yield % from dividends | 5.00 | 5.57 | 90% |
| Returns for 1 year | 10.07 | 9.40 | 107% |
| Returns for 3 years | 57.97 | 55.16 | 105% |
| Returns for 5 years | 320.03 | 307.95 | 104% |
| Returns for 10 years | 52.84 | N/A | - |
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