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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 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 3.34B vs. EKWAX (1.07B). EKWAX pays higher dividends than OGMIX: EKWAX (1.33) vs OGMIX (0.73). 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 (48.88) and OGMIX (47.60) have marching annual gain over last year. EKWAX return over 5 years is better than : 167.20 vs. OGMIX (109.68).
| 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 | -12.422 | -8.712 | 143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 3.34B | 32% |
| Annual Yield % from dividends | 1.33 | 0.73 | 181% |
| Returns for 1 year | 48.88 | 47.60 | 103% |
| Returns for 3 years | 177.12 | 131.88 | 134% |
| Returns for 5 years | 167.20 | 109.68 | 152% |
| Returns for 10 years | 186.43 | 193.00 | 97% |
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