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FEURX vs OCMAX
FEURX vs OCMAX Comparison
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FEURX vs OCMAX Comparison Chart
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FEURX 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 FEURX is a Buy and OCMAX is a Buy.
FUNDAMENTALS
Fundamentals
FEURX has more cash in the bank: 3.74B vs. OCMAX (112M). FEURX pays higher dividends than OCMAX: FEURX (3.76) vs OCMAX (1.48). FEURX was incepted earlier than OCMAX: FEURX (8 years) vs OCMAX (15 years). OCMAX (1.88) is less costly to investors than FEURX (0.83). FEURX is a more actively managed with annual turnover of: 60.97 vs. OCMAX (6.00). FEURX has a lower initial minimum investment than OCMAX: FEURX (0) vs OCMAX (1000). OCMAX annual gain was more profitable for investors over the last year : 76.53 vs. FEURX (53.75). OCMAX return over 5 years is better than : 106.36 vs. FEURX (85.06).
| FEURX | OCMAX | FEURX / OCMAX | |
| Total Expense Ratio | 0.83 | 1.88 | 44% |
| Annual Report Gross Expense Ratio | 0.83 | 1.88 | 44% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 50.780 | 69.648 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 112M | 3,338% |
| Annual Yield % from dividends | 3.76 | 1.48 | 253% |
| Returns for 1 year | 53.75 | 76.53 | 70% |
| Returns for 3 years | 75.02 | 86.27 | 87% |
| Returns for 5 years | 85.06 | 106.36 | 80% |
| Returns for 10 years | N/A | 143.84 | - |
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