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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
Jun 21, 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: 3.17B vs. OCMAX (194M). FGADX pays higher dividends than OCMAX: FGADX (9.06) vs OCMAX (5.07). FGADX was incepted earlier than OCMAX: FGADX (29 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 : 74.79 vs. OCMAX (62.26). FGADX return over 5 years is better than : 177.67 vs. OCMAX (166.78).
| FGADX | OCMAX | FGADX / OCMAX | |
| Total Expense Ratio | 0.62 | 1.63 | 38% |
| Annual Report Gross Expense Ratio | 0.62 | 1.63 | 38% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | -0.352 | 1.912 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 194M | 1,634% |
| Annual Yield % from dividends | 9.06 | 5.07 | 179% |
| Returns for 1 year | 74.79 | 62.26 | 120% |
| Returns for 3 years | 179.89 | 212.62 | 85% |
| Returns for 5 years | 177.67 | 166.78 | 107% |
| Returns for 10 years | 297.19 | 178.90 | 166% |
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