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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
Jun 12, 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: 3.38B vs. EKWAX (1.12B). EKWAX pays higher dividends than OGMIX: EKWAX (1.14) vs OGMIX (0.63). 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 : 44.06 vs. OGMIX (35.67). EKWAX return over 5 years is better than : 142.06 vs. OGMIX (80.70).
| 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 | -13.486 | -12.575 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 3.38B | 33% |
| Annual Yield % from dividends | 1.14 | 0.63 | 181% |
| Returns for 1 year | 44.06 | 35.67 | 124% |
| Returns for 3 years | 171.90 | 126.55 | 136% |
| Returns for 5 years | 142.06 | 80.70 | 176% |
| Returns for 10 years | 231.53 | 239.18 | 97% |
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