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GMMRX vs OCGCX
GMMRX vs OCGCX Comparison
Open Charts GMMRX vs OCGCX
Nationwide Inv Dest Mod Cnsrv R
Price$9.49
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets217.95M
JPMorgan Investor Conservative Growth C
Price$12.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.89B
GMMRX vs OCGCX Comparison Chart
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GMMRX vs. OCGCX commentary
May 26, 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: 3.89B vs. GMMRX (218M). OCGCX (2.90) and GMMRX (2.81) 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 : 4.31 vs. GMMRX (-0.52). GMMRX return over 5 years is better than : 14.56 vs. OCGCX (12.31).
| 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 | 1.243 | 2.002 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218M | 3.89B | 6% |
| Annual Yield % from dividends | 2.81 | 2.90 | 97% |
| Returns for 1 year | -0.52 | 4.31 | -12% |
| Returns for 3 years | 6.28 | 8.64 | 73% |
| Returns for 5 years | 14.56 | 12.31 | 118% |
| Returns for 10 years | 10.02 | 14.28 | 70% |
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