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FKRCX vs OCMAX
FKRCX vs OCMAX Comparison
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FKRCX vs OCMAX Comparison Chart in %
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FKRCX 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 FKRCX is a Buy and OCMAX is a Buy.
FUNDAMENTALS
Fundamentals
FKRCX has more cash in the bank: 3.71B vs. OCMAX (233M). FKRCX pays higher dividends than OCMAX: FKRCX (12.26) vs OCMAX (6.05). FKRCX was incepted earlier than OCMAX: FKRCX (57 years) vs OCMAX (16 years). OCMAX (1.63) is less costly to investors than FKRCX (0.87). FKRCX is a more actively managed with annual turnover of: 22.76 vs. OCMAX (1.00). FKRCX (1000) and OCMAX (1000) have matching initial minimum investment requirements. FKRCX annual gain was more profitable for investors over the last year : 93.34 vs. OCMAX (86.72). OCMAX (262.11) and FKRCX (253.89) have equivalent 5 years return.
| FKRCX | OCMAX | FKRCX / OCMAX | |
| Total Expense Ratio | 0.87 | 1.63 | 53% |
| Annual Report Gross Expense Ratio | 0.87 | 1.63 | 53% |
| Fund Existence | 57 years | 16 years | - |
| Gain YTD | 19.766 | 27.354 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 233M | 1,592% |
| Annual Yield % from dividends | 12.26 | 6.05 | 203% |
| Returns for 1 year | 93.34 | 86.72 | 108% |
| Returns for 3 years | 351.27 | 366.34 | 96% |
| Returns for 5 years | 253.89 | 262.11 | 97% |
| Returns for 10 years | 327.84 | 219.31 | 149% |
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