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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
Jun 24, 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 Buy and OGMIX is a Hold.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 3.72B vs. EPGIX (554M). EPGIX pays higher dividends than OGMIX: EPGIX (6.45) vs OGMIX (0.63). 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: 47.00 vs. EPGIX (26.00). EPGIX has a lower initial minimum investment than OGMIX: EPGIX (5000) vs OGMIX (1000000). EPGIX (57.37) and OGMIX (55.44) have marching annual gain over last year. OGMIX return over 5 years is better than : 125.21 vs. EPGIX (98.45).
| 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 | -0.150 | -2.057 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 554M | 3.72B | 15% |
| Annual Yield % from dividends | 6.45 | 0.63 | 1,029% |
| Returns for 1 year | 57.37 | 55.44 | 103% |
| Returns for 3 years | 148.24 | 164.95 | 90% |
| Returns for 5 years | 98.45 | 125.21 | 79% |
| Returns for 10 years | N/A | 266.64 | - |
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