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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
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 FKRCX is a Hold and OCMAX is a Hold.
FUNDAMENTALS
Fundamentals
FKRCX has more cash in the bank: 3.17B vs. OCMAX (194M). FKRCX pays higher dividends than OCMAX: FKRCX (9.93) vs OCMAX (5.07). 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 : 74.36 vs. OCMAX (62.26). FKRCX (174.21) and OCMAX (166.78) 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 | -0.477 | 1.912 | -25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 194M | 1,634% |
| Annual Yield % from dividends | 9.93 | 5.07 | 196% |
| Returns for 1 year | 74.36 | 62.26 | 119% |
| Returns for 3 years | 173.26 | 212.62 | 81% |
| Returns for 5 years | 174.21 | 166.78 | 104% |
| Returns for 10 years | 288.07 | 178.90 | 161% |
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