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FEURX vs OCMAX
FEURX vs OCMAX Comparison
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FEURX vs OCMAX Comparison Chart in %
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FEURX vs. OCMAX commentary
Jul 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FEURX has more cash in the bank: 3.64B vs. OCMAX (114M). FEURX pays higher dividends than OCMAX: FEURX (3.67) vs OCMAX (1.44). 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 : 46.28 vs. FEURX (35.97). OCMAX (57.62) and FEURX (55.77) have equivalent 5 years return.
| 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 | 45.070 | 61.364 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 114M | 3,191% |
| Annual Yield % from dividends | 3.67 | 1.44 | 254% |
| Returns for 1 year | 35.97 | 46.28 | 78% |
| Returns for 3 years | 97.86 | 126.42 | 77% |
| Returns for 5 years | 55.77 | 57.62 | 97% |
| Returns for 10 years | N/A | 201.45 | - |
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