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FGADX vs OCMAX
FGADX vs OCMAX Comparison
Open Charts FGADX vs OCMAX
FGADX vs OCMAX Comparison Chart in %
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FGADX vs. OCMAX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
FGADX has more cash in the bank: 3.5B vs. OCMAX (222M). FGADX pays higher dividends than OCMAX: FGADX (8.48) vs OCMAX (4.59). 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 (53.61) and OCMAX (53.50) have marching annual gain over last year. OCMAX (245.58) and FGADX (240.38) 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 | 13.460 | 20.893 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 222M | 1,575% |
| Annual Yield % from dividends | 8.48 | 4.59 | 185% |
| Returns for 1 year | 53.61 | 53.50 | 100% |
| Returns for 3 years | 335.33 | 344.42 | 97% |
| Returns for 5 years | 240.38 | 245.58 | 98% |
| Returns for 10 years | 327.51 | 206.78 | 158% |
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