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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
Aug 29, 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 Buy and OGMIX is a Hold.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 4.53B vs. EKWAX (1.48B). EKWAX pays higher dividends than OGMIX: EKWAX (1.36) vs OGMIX (0.74). EKWAX was incepted earlier than OGMIX: EKWAX (29 years) vs OGMIX (14 years). EKWAX (1.16) is less costly to investors than OGMIX (0.66). OGMIX is a more actively managed with annual turnover of: 74.00 vs. EKWAX (8.00). 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 : 74.22 vs. OGMIX (67.85). EKWAX return over 5 years is better than : 291.87 vs. OGMIX (201.55).
| EKWAX | OGMIX | EKWAX / OGMIX | |
| Total Expense Ratio | 1.09 | 0.66 | 165% |
| Annual Report Gross Expense Ratio | 1.16 | 0.66 | 176% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 21.458 | 21.622 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 4.53B | 33% |
| Annual Yield % from dividends | 1.36 | 0.74 | 183% |
| Returns for 1 year | 74.22 | 67.85 | 109% |
| Returns for 3 years | 305.30 | 224.59 | 136% |
| Returns for 5 years | 291.87 | 201.55 | 145% |
| Returns for 10 years | 361.03 | 350.63 | 103% |