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FKRCX vs OCMAX
FKRCX vs OCMAX Comparison
Open Charts FKRCX vs OCMAX
FKRCX vs OCMAX Comparison Chart in %
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FKRCX 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 FKRCX is a Hold and OCMAX is a Buy.
FUNDAMENTALS
Fundamentals
FKRCX has more cash in the bank: 3.5B vs. OCMAX (222M). FKRCX pays higher dividends than OCMAX: FKRCX (9.31) vs OCMAX (4.59). 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. OCMAX (53.50) and FKRCX (53.27) have marching annual gain over last year. OCMAX (245.58) and FKRCX (236.19) 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 | 13.264 | 20.893 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 222M | 1,575% |
| Annual Yield % from dividends | 9.31 | 4.59 | 203% |
| Returns for 1 year | 53.27 | 53.50 | 100% |
| Returns for 3 years | 332.21 | 344.42 | 96% |
| Returns for 5 years | 236.19 | 245.58 | 96% |
| Returns for 10 years | 317.60 | 206.78 | 154% |
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