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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 03, 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 StrongBuy and OCMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKRCX has more cash in the bank: 2.75B vs. OCMAX (172M). 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 : 64.07 vs. OCMAX (55.32). FKRCX (137.44) and OCMAX (136.74) 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 | -12.375 | -7.592 | 163% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 172M | 1,600% |
| Annual Yield % from dividends | 12.26 | 6.05 | 203% |
| Returns for 1 year | 64.07 | 55.32 | 116% |
| Returns for 3 years | 209.71 | 220.43 | 95% |
| Returns for 5 years | 137.44 | 136.74 | 101% |
| Returns for 10 years | 184.19 | 106.05 | 174% |
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