Interact to see
Advertisement
Advertisement
FGADX vs OCMAX
FGADX vs OCMAX Comparison
Open Charts FGADX vs OCMAX
FGADX vs OCMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FGADX vs. OCMAX commentary
Jul 14, 2026
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 FGADX is a Hold and OCMAX is a Hold.
FUNDAMENTALS
Fundamentals
FGADX has more cash in the bank: 2.87B vs. OCMAX (179M). FGADX pays higher dividends than OCMAX: FGADX (10.90) vs OCMAX (5.99). FGADX was incepted earlier than OCMAX: FGADX (30 years) vs OCMAX (16 years). OCMAX (1.63) is less costly to investors than FGADX (0.62). FGADX is a more actively managed with annual turnover of: 22.76 vs. OCMAX (1.00). FGADX has a lower initial minimum investment than OCMAX: FGADX (0) vs OCMAX (1000). FGADX annual gain was more profitable for investors over the last year : 62.09 vs. OCMAX (52.62). FGADX (150.26) and OCMAX (143.58) have equivalent 5 years return.
| FGADX | OCMAX | FGADX / OCMAX | |
| Total Expense Ratio | 0.62 | 1.63 | 38% |
| Annual Report Gross Expense Ratio | 0.62 | 1.63 | 38% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | -8.888 | -5.187 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 179M | 1,605% |
| Annual Yield % from dividends | 10.90 | 5.99 | 182% |
| Returns for 1 year | 62.09 | 52.62 | 118% |
| Returns for 3 years | 208.31 | 210.84 | 99% |
| Returns for 5 years | 150.26 | 143.58 | 105% |
| Returns for 10 years | 213.69 | 122.20 | 175% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers