The average market capitalization across the group is 2.35B. The market cap for tickers in the group ranges from 250.06M to 4.45B. OCGCX holds the highest valuation in this group at 4.45B. The lowest valued company is IIFAX at 250.06M.

High and low price notable news

The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was -1%, and the average quarterly price growth was 3%. OCGCX experienced the highest price growth at -1%, while IIFAX experienced the biggest fall at -1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

IIFAX vs. OCGCX commentary

Sep 05, 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 IIFAX is a Hold and OCGCX is a Hold.

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FUNDAMENTALS

Fundamentals

OCGCX has more cash in the bank: 4.46B vs. IIFAX (250M). OCGCX pays higher dividends than IIFAX: OCGCX (2.84) vs IIFAX (2.65). IIFAX was incepted earlier than OCGCX: IIFAX (20 years) vs OCGCX (29 years). IIFAX (1.45) and OCGCX (1.42) have similar cost to investors . IIFAX is a more actively managed with annual turnover of: 117.00 vs. OCGCX (11.00). IIFAX has a lower initial minimum investment than OCGCX: IIFAX (0) vs OCGCX (500). OCGCX annual gain was more profitable for investors over the last year : 4.60 vs. IIFAX (0.95). IIFAX return over 5 years is better than : 6.64 vs. OCGCX (5.69).

	IIFAX	OCGCX	IIFAX / OCGCX
Total Expense Ratio	1.08	1.42	76%
Annual Report Gross Expense Ratio	1.45	1.42	102%
Fund Existence	20 years	29 years	-
Gain YTD	3.310	2.958	112%
Front Load	N/A	N/A	-
Min. Initial Investment	0	500	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	250M	4.46B	6%
Annual Yield % from dividends	2.65	2.84	93%
Returns for 1 year	0.95	4.60	21%
Returns for 3 years	28.15	21.89	129%
Returns for 5 years	6.64	5.69	117%
Returns for 10 years	31.70	26.67	119%

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