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FEGIX vs OCMAX
FEGIX vs OCMAX Comparison
Open Charts FEGIX vs OCMAX
FEGIX vs OCMAX Comparison Chart
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FEGIX vs. OCMAX commentary
Apr 11, 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: 3.03B vs. OCMAX (82.7M). FEGIX pays higher dividends than OCMAX: FEGIX (4.03) vs OCMAX (1.72). FEGIX was incepted earlier than OCMAX: FEGIX (22 years) vs OCMAX (15 years). OCMAX (1.94) 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 : 37.00 vs. FEGIX (24.17). OCMAX return over 5 years is better than : 86.95 vs. FEGIX (60.60).
| FEGIX | OCMAX | FEGIX / OCMAX | |
| Total Expense Ratio | 0.93 | 1.94 | 48% |
| Annual Report Gross Expense Ratio | 0.93 | 1.94 | 48% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 21.145 | 25.953 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.03B | 82.7M | 3,665% |
| Annual Yield % from dividends | 4.03 | 1.72 | 235% |
| Returns for 1 year | 24.17 | 37.00 | 65% |
| Returns for 3 years | 23.16 | 16.15 | 143% |
| Returns for 5 years | 60.60 | 86.95 | 70% |
| Returns for 10 years | 133.60 | 77.42 | 173% |
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