Interact to see
Advertisement
Advertisement
FEGOX vs OCMAX
FEGOX vs OCMAX Comparison
Open Charts FEGOX vs OCMAX
FEGOX vs OCMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FEGOX vs. OCMAX commentary
Sep 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 FEGOX is a Buy and OCMAX is a Buy.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 4.63B vs. OCMAX (158M). FEGOX pays higher dividends than OCMAX: FEGOX (3.01) vs OCMAX (1.23). FEGOX was incepted earlier than OCMAX: FEGOX (22 years) vs OCMAX (15 years). FEGOX (1.91) and OCMAX (1.88) have similar cost to investors . FEGOX is a more actively managed with annual turnover of: 60.97 vs. OCMAX (6.00). OCMAX has a lower initial minimum investment than FEGOX: OCMAX (1000) vs FEGOX (2500). OCMAX annual gain was more profitable for investors over the last year : 71.86 vs. FEGOX (61.03). OCMAX return over 5 years is better than : 87.77 vs. FEGOX (69.52).
| FEGOX | OCMAX | FEGOX / OCMAX | |
| Total Expense Ratio | 1.91 | 1.88 | 102% |
| Annual Report Gross Expense Ratio | 1.91 | 1.88 | 102% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 81.097 | 111.290 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 158M | 2,929% |
| Annual Yield % from dividends | 3.01 | 1.23 | 245% |
| Returns for 1 year | 61.03 | 71.86 | 85% |
| Returns for 3 years | 148.65 | 207.95 | 71% |
| Returns for 5 years | 69.52 | 87.77 | 79% |
| Returns for 10 years | 284.79 | 279.62 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement