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FEGIX vs OCMAX
FEGIX vs OCMAX Comparison
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FEGIX vs OCMAX Comparison Chart in %
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FEGIX vs. OCMAX commentary
Jul 17, 2025
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 FEGIX is a Buy and OCMAX is a Buy.
FUNDAMENTALS
Fundamentals
FEGIX has more cash in the bank: 3.7B vs. OCMAX (116M). FEGIX pays higher dividends than OCMAX: FEGIX (3.62) vs OCMAX (1.44). FEGIX was incepted earlier than OCMAX: FEGIX (22 years) vs OCMAX (15 years). OCMAX (1.88) is less costly to investors than FEGIX (0.93). FEGIX is a more actively managed with annual turnover of: 60.97 vs. OCMAX (6.00). OCMAX has a lower initial minimum investment than FEGIX: OCMAX (1000) vs FEGIX (1000000). OCMAX annual gain was more profitable for investors over the last year : 51.32 vs. FEGIX (39.14). OCMAX return over 5 years is better than : 65.89 vs. FEGIX (59.12).
| FEGIX | OCMAX | FEGIX / OCMAX | |
| Total Expense Ratio | 0.93 | 1.88 | 49% |
| Annual Report Gross Expense Ratio | 0.93 | 1.88 | 49% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 46.031 | 66.056 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 116M | 3,190% |
| Annual Yield % from dividends | 3.62 | 1.44 | 251% |
| Returns for 1 year | 39.14 | 51.32 | 76% |
| Returns for 3 years | 99.77 | 136.34 | 73% |
| Returns for 5 years | 59.12 | 65.89 | 90% |
| Returns for 10 years | 224.26 | 182.49 | 123% |
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