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GMMRX vs OCGCX
GMMRX vs OCGCX Comparison
Open Charts GMMRX vs OCGCX
Nationwide Inv Dest Mod Cnsrv R
Price$9.36
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets216.22M
JPMorgan Investor Conservative Growth C
Price$12.33
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets3.93B
GMMRX vs OCGCX Comparison Chart
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GMMRX vs. OCGCX commentary
Apr 28, 2025
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 GMMRX is a Sell and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.93B vs. GMMRX (216M). OCGCX (2.88) and GMMRX (2.82) have matching dividends . GMMRX was incepted earlier than OCGCX: GMMRX (22 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than GMMRX (1.16). GMMRX is a more actively managed with annual turnover of: 35.30 vs. OCGCX (8.00). GMMRX has a lower initial minimum investment than OCGCX: GMMRX (0) vs OCGCX (500). OCGCX annual gain was more profitable for investors over the last year : 5.51 vs. GMMRX (0.37). GMMRX return over 5 years is better than : 15.96 vs. OCGCX (13.52).
| GMMRX | OCGCX | GMMRX / OCGCX | |
| Total Expense Ratio | 1.16 | 1.44 | 81% |
| Annual Report Gross Expense Ratio | 1.16 | 1.44 | 81% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -0.144 | 0.955 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 3.93B | 5% |
| Annual Yield % from dividends | 2.82 | 2.88 | 98% |
| Returns for 1 year | 0.37 | 5.51 | 7% |
| Returns for 3 years | 2.35 | 5.28 | 45% |
| Returns for 5 years | 15.96 | 13.52 | 118% |
| Returns for 10 years | 7.70 | 12.44 | 62% |