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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
Aug 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 Buy and OGMIX is a Buy.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 3.92B vs. EPGIX (599M). EPGIX pays higher dividends than OGMIX: EPGIX (7.69) vs OGMIX (0.74). 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). OGMIX (52.51) and EPGIX (51.59) have marching annual gain over last year. OGMIX return over 5 years is better than : 158.80 vs. EPGIX (131.24).
| 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 | 6.957 | 4.783 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 3.92B | 15% |
| Annual Yield % from dividends | 7.69 | 0.74 | 1,035% |
| Returns for 1 year | 51.59 | 52.51 | 98% |
| Returns for 3 years | 174.65 | 193.90 | 90% |
| Returns for 5 years | 131.24 | 158.80 | 83% |
| Returns for 10 years | N/A | 234.68 | - |
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