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FEURX vs OCMAX
FEURX vs OCMAX Comparison
Open Charts FEURX vs OCMAX
FEURX vs OCMAX Comparison Chart
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FEURX vs. OCMAX commentary
Apr 25, 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 Hold and OCMAX is a Hold.
FUNDAMENTALS
Fundamentals
FEURX has more cash in the bank: 3.61B vs. OCMAX (102M). FEURX pays higher dividends than OCMAX: FEURX (4.10) vs OCMAX (1.72). FEURX was incepted earlier than OCMAX: FEURX (8 years) vs OCMAX (15 years). OCMAX (1.94) 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 : 64.98 vs. FEURX (51.94). OCMAX return over 5 years is better than : 86.97 vs. FEURX (69.72).
| FEURX | OCMAX | FEURX / OCMAX | |
| Total Expense Ratio | 0.83 | 1.94 | 43% |
| Annual Report Gross Expense Ratio | 0.83 | 1.94 | 43% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 44.043 | 51.320 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 102M | 3,543% |
| Annual Yield % from dividends | 4.10 | 1.72 | 238% |
| Returns for 1 year | 51.94 | 64.98 | 80% |
| Returns for 3 years | 53.71 | 48.06 | 112% |
| Returns for 5 years | 69.72 | 86.97 | 80% |
| Returns for 10 years | N/A | 111.24 | - |
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