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OSPSX vs SPMWX
OSPSX vs SPMWX Comparison Chart
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OSPSX vs. SPMWX commentary
May 09, 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 SPMWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OSPSX (2.04B) and SPMWX (2.04B) have equal amount of cash in the bank . SPMWX pays higher dividends than OSPSX: SPMWX (6.06) vs OSPSX (5.44). 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 (16.85) and SPMWX (16.29) have marching annual gain over last year. OSPSX (255.94) and SPMWX (246.57) 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 | 1.402 | 1.211 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 2.04B | 100% |
| Annual Yield % from dividends | 5.44 | 6.06 | 90% |
| Returns for 1 year | 16.85 | 16.29 | 103% |
| Returns for 3 years | 77.47 | 74.61 | 104% |
| Returns for 5 years | 255.94 | 246.57 | 104% |
| Returns for 10 years | 64.78 | N/A | - |
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