Interact to see
Advertisement
Advertisement
EPGIX vs OGMIX
EPGIX vs OGMIX Comparison
Open Charts EPGIX vs OGMIX
EPGIX vs OGMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EPGIX vs. OGMIX commentary
Jun 03, 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: 4B vs. EPGIX (598M). 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 annual gain was more profitable for investors over the last year : 66.62 vs. OGMIX (56.80). OGMIX return over 5 years is better than : 112.55 vs. EPGIX (91.93).
| 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 | 5.956 | 2.341 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 4B | 15% |
| Annual Yield % from dividends | 6.45 | 0.63 | 1,029% |
| Returns for 1 year | 66.62 | 56.80 | 117% |
| Returns for 3 years | 148.90 | 165.10 | 90% |
| Returns for 5 years | 91.93 | 112.55 | 82% |
| Returns for 10 years | N/A | 314.82 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers