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FEGOX vs OCMAX
FEGOX vs OCMAX Comparison
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FEGOX vs OCMAX Comparison Chart in %
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FEGOX vs. OCMAX commentary
Nov 20, 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 Hold and OCMAX is a Hold.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 4.79B vs. OCMAX (174M). FEGOX pays higher dividends than OCMAX: FEGOX (2.71) vs OCMAX (1.09). FEGOX was incepted earlier than OCMAX: FEGOX (23 years) vs OCMAX (16 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 : 102.93 vs. FEGOX (83.17). OCMAX return over 5 years is better than : 135.84 vs. FEGOX (108.24).
| FEGOX | OCMAX | FEGOX / OCMAX | |
| Total Expense Ratio | 1.91 | 1.88 | 102% |
| Annual Report Gross Expense Ratio | 1.91 | 1.88 | 102% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 98.860 | 127.199 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 174M | 2,753% |
| Annual Yield % from dividends | 2.71 | 1.09 | 248% |
| Returns for 1 year | 83.17 | 102.93 | 81% |
| Returns for 3 years | 147.08 | 212.81 | 69% |
| Returns for 5 years | 108.24 | 135.84 | 80% |
| Returns for 10 years | 344.48 | 336.01 | 103% |
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