Ad is loading...
GMMRX vs OICAX
GMMRX vs OICAX Comparison
Open Charts GMMRX vs OICAX
Nationwide Inv Dest Mod Cnsrv R
Price$9.44
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets216.98M
JPMorgan Investor Conservative Growth A
Price$12.45
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.93B
GMMRX vs OICAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GMMRX vs. OICAX commentary
May 10, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.93B vs. GMMRX (217M). OICAX pays higher dividends than GMMRX: OICAX (3.39) vs GMMRX (2.81). GMMRX was incepted earlier than OICAX: GMMRX (22 years) vs OICAX (28 years). GMMRX (1.16) is less costly to investors than OICAX (0.94). GMMRX is a more actively managed with annual turnover of: 35.30 vs. OICAX (8.00). GMMRX has a lower initial minimum investment than OICAX: GMMRX (0) vs OICAX (500). OICAX annual gain was more profitable for investors over the last year : 4.47 vs. GMMRX (-1.05). OICAX (15.30) and GMMRX (14.69) have equivalent 5 years return.
| GMMRX | OICAX | GMMRX / OICAX | |
| Total Expense Ratio | 1.16 | 0.94 | 123% |
| Annual Report Gross Expense Ratio | 1.16 | 0.94 | 123% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 0.603 | 1.586 | 38% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 3.93B | 6% |
| Annual Yield % from dividends | 2.81 | 3.39 | 83% |
| Returns for 1 year | -1.05 | 4.47 | -23% |
| Returns for 3 years | 6.16 | 10.10 | 61% |
| Returns for 5 years | 14.69 | 15.30 | 96% |
| Returns for 10 years | 9.43 | 19.84 | 48% |
View a ticker or compare two or three
VS
VS
Ad is loading...