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FKRCX vs OCMGX
FKRCX vs OCMGX Comparison
Open Charts FKRCX vs OCMGX
FKRCX vs OCMGX Comparison Chart in %
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FKRCX vs. OCMGX 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 OCMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FKRCX has more cash in the bank: 2.75B vs. OCMGX (172M). FKRCX pays higher dividends than OCMGX: FKRCX (12.26) vs OCMGX (6.65). FKRCX was incepted earlier than OCMGX: FKRCX (57 years) vs OCMGX (39 years). OCMGX (2.13) is less costly to investors than FKRCX (0.87). FKRCX is a more actively managed with annual turnover of: 22.76 vs. OCMGX (1.00). FKRCX initial investment is less costly to investors than OCMGX (5%) vs OCMGX (5%). FKRCX (1000) and OCMGX (1000) have matching initial minimum investment requirements. FKRCX annual gain was more profitable for investors over the last year : 64.07 vs. OCMGX (54.50). FKRCX return over 5 years is better than : 137.44 vs. OCMGX (129.89).
| FKRCX | OCMGX | FKRCX / OCMGX | |
| Total Expense Ratio | 0.87 | 2.13 | 41% |
| Annual Report Gross Expense Ratio | 0.87 | 2.13 | 41% |
| Fund Existence | 57 years | 39 years | - |
| Gain YTD | -12.375 | -7.868 | 157% |
| Front Load | 6% | 5% | 122% |
| 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 | 6.65 | 184% |
| Returns for 1 year | 64.07 | 54.50 | 118% |
| Returns for 3 years | 209.71 | 214.98 | 98% |
| Returns for 5 years | 137.44 | 129.89 | 106% |
| Returns for 10 years | 184.19 | 84.32 | 218% |
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