EPGIX
Price
$22.72
Change
-$0.57 (-2.45%)
Updated
Sep 14 closing price
Net Assets
650.73M
OGMYX
Price
$66.03
Change
-$1.65 (-2.44%)
Updated
Sep 14 closing price
Net Assets
4.23B
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EPGIX vs OGMYX

EPGIX vs OGMYX Comparison Chart in %
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EPGIX vs. OGMYX 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 OGMYX is a Buy.

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FUNDAMENTALS
Fundamentals
OGMYX has more cash in the bank: 4.23B vs. EPGIX (651M). EPGIX pays higher dividends than OGMYX: EPGIX (5.87) vs OGMYX (0.50). EPGIX was incepted earlier than OGMYX: EPGIX (8 years) vs OGMYX (16 years). EPGIX (1.08) is less costly to investors than OGMYX (0.81). OGMYX is a more actively managed with annual turnover of: 74.00 vs. EPGIX (26.00). OGMYX has a lower initial minimum investment than EPGIX: OGMYX (1000) vs EPGIX (5000). EPGIX annual gain was more profitable for investors over the last year : 40.61 vs. OGMYX (36.25). OGMYX return over 5 years is better than : 177.22 vs. EPGIX (152.02).
EPGIXOGMYXEPGIX / OGMYX
Total Expense Ratio1.080.81133%
Annual Report Gross Expense Ratio1.080.81133%
Fund Existence8 years16 years-
Gain YTD16.56711.556143%
Front LoadN/AN/A-
Min. Initial Investment50001000500%
Min. Initial Investment IRAN/AN/A-
Net Assets651M4.23B15%
Annual Yield % from dividends5.870.501,167%
Returns for 1 year40.6136.25112%
Returns for 3 years196.08203.6196%
Returns for 5 years152.02177.2286%
Returns for 10 yearsN/A302.14-
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