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FEGIX vs OCMAX
FEGIX vs OCMAX Comparison
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FEGIX vs OCMAX Comparison Chart
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FEGIX vs. OCMAX commentary
Jun 06, 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: 3.74B vs. OCMAX (112M). FEGIX pays higher dividends than OCMAX: FEGIX (3.70) vs OCMAX (1.48). 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 : 76.53 vs. FEGIX (53.62). OCMAX return over 5 years is better than : 106.36 vs. FEGIX (84.32).
| 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 | 50.725 | 69.648 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 112M | 3,338% |
| Annual Yield % from dividends | 3.70 | 1.48 | 249% |
| Returns for 1 year | 53.62 | 76.53 | 70% |
| Returns for 3 years | 74.56 | 86.27 | 86% |
| Returns for 5 years | 84.32 | 106.36 | 79% |
| Returns for 10 years | 193.42 | 143.84 | 134% |
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