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EKWAX vs OGMIX
EKWAX vs OGMIX Comparison
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EKWAX vs OGMIX Comparison Chart in %
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EKWAX vs. OGMIX commentary
Jul 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 EKWAX is a Hold and OGMIX is a Hold.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 3.36B vs. EKWAX (1.09B). EKWAX pays higher dividends than OGMIX: EKWAX (1.33) vs OGMIX (0.73). EKWAX was incepted earlier than OGMIX: EKWAX (28 years) vs OGMIX (14 years). EKWAX (1.17) is less costly to investors than OGMIX (0.66). OGMIX is a more actively managed with annual turnover of: 47.00 vs. EKWAX (14.00). EKWAX has a lower initial minimum investment than OGMIX: EKWAX (1000) vs OGMIX (1000000). EKWAX annual gain was more profitable for investors over the last year : 46.78 vs. OGMIX (41.92). EKWAX return over 5 years is better than : 173.94 vs. OGMIX (102.66).
| EKWAX | OGMIX | EKWAX / OGMIX | |
| Total Expense Ratio | 1.09 | 0.66 | 165% |
| Annual Report Gross Expense Ratio | 1.17 | 0.66 | 177% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -12.422 | -12.207 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 3.36B | 32% |
| Annual Yield % from dividends | 1.33 | 0.73 | 181% |
| Returns for 1 year | 46.78 | 41.92 | 112% |
| Returns for 3 years | 186.89 | 132.09 | 141% |
| Returns for 5 years | 173.94 | 102.66 | 169% |
| Returns for 10 years | 184.34 | 184.43 | 100% |
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