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BERIX vs OCGCX
BERIX vs OCGCX Comparison
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BERIX vs OCGCX Comparison Chart in %
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BERIX vs. OCGCX commentary
Sep 10, 2026
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 BERIX is a Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.45B vs. BERIX (262M). BERIX pays higher dividends than OCGCX: BERIX (4.83) vs OCGCX (2.84). BERIX was incepted earlier than OCGCX: BERIX (39 years) vs OCGCX (29 years). OCGCX (1.42) is less costly to investors than BERIX (0.58). BERIX is a more actively managed with annual turnover of: 49.00 vs. OCGCX (11.00). OCGCX has a lower initial minimum investment than BERIX: OCGCX (500) vs BERIX (1000). BERIX annual gain was more profitable for investors over the last year : 8.81 vs. OCGCX (3.79). BERIX return over 5 years is better than : 23.64 vs. OCGCX (6.46).
| BERIX | OCGCX | BERIX / OCGCX | |
| Total Expense Ratio | 0.55 | 1.42 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.42 | 41% |
| Fund Existence | 39 years | 29 years | - |
| Gain YTD | 4.582 | 3.114 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 262M | 4.45B | 6% |
| Annual Yield % from dividends | 4.83 | 2.84 | 170% |
| Returns for 1 year | 8.81 | 3.79 | 232% |
| Returns for 3 years | 32.53 | 22.91 | 142% |
| Returns for 5 years | 23.64 | 6.46 | 366% |
| Returns for 10 years | 45.57 | 27.98 | 163% |
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