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FGADX vs OCMAX
FGADX vs OCMAX Comparison
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FGADX vs OCMAX Comparison Chart in %
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FGADX vs. OCMAX commentary
Aug 25, 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 Buy and OCMAX is a Buy.
FUNDAMENTALS
Fundamentals
FGADX has more cash in the bank: 3.71B vs. OCMAX (233M). FGADX pays higher dividends than OCMAX: FGADX (11.18) vs OCMAX (6.05). 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 : 93.79 vs. OCMAX (86.72). OCMAX (262.11) and FGADX (258.33) 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 | 19.945 | 27.354 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 233M | 1,592% |
| Annual Yield % from dividends | 11.18 | 6.05 | 185% |
| Returns for 1 year | 93.79 | 86.72 | 108% |
| Returns for 3 years | 354.34 | 366.34 | 97% |
| Returns for 5 years | 258.33 | 262.11 | 99% |
| Returns for 10 years | 337.84 | 219.31 | 154% |
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