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EPGIX vs OGMIX
EPGIX vs OGMIX Comparison
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EPGIX vs OGMIX Comparison Chart in %
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EPGIX vs. OGMIX commentary
Sep 15, 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 EPGIX is a Hold and OGMIX is a Buy.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 4.23B vs. EPGIX (651M). EPGIX pays higher dividends than OGMIX: EPGIX (5.87) vs OGMIX (0.57). EPGIX was incepted earlier than OGMIX: EPGIX (8 years) vs OGMIX (14 years). EPGIX (1.08) is less costly to investors than OGMIX (0.66). OGMIX is a more actively managed with annual turnover of: 74.00 vs. EPGIX (26.00). EPGIX has a lower initial minimum investment than OGMIX: EPGIX (5000) vs OGMIX (1000000). EPGIX annual gain was more profitable for investors over the last year : 40.61 vs. OGMIX (36.42). OGMIX return over 5 years is better than : 179.19 vs. EPGIX (152.02).
| EPGIX | OGMIX | EPGIX / OGMIX | |
| Total Expense Ratio | 1.08 | 0.66 | 164% |
| Annual Report Gross Expense Ratio | 1.08 | 0.66 | 164% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 16.567 | 11.656 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 4.23B | 15% |
| Annual Yield % from dividends | 5.87 | 0.57 | 1,037% |
| Returns for 1 year | 40.61 | 36.42 | 112% |
| Returns for 3 years | 196.08 | 204.86 | 96% |
| Returns for 5 years | 152.02 | 179.19 | 85% |
| Returns for 10 years | N/A | 308.48 | - |
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