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MWFIX vs OGGCX
MWFIX vs OGGCX Comparison
Open Charts MWFIX vs OGGCX
NYLI Equity ETF Allocation
Price$15.54
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets109.76M
JPMorgan Investor Growth C
Price$22.87
Change-$0.08 (-0.35%)
VolumeN/A
Net Assets5.76B
MWFIX vs OGGCX Comparison Chart
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MWFIX vs. OGGCX commentary
May 24, 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 MWFIX is a StrongBuy and OGGCX is a Hold.
FUNDAMENTALS
Fundamentals
OGGCX has more cash in the bank: 5.76B vs. MWFIX (110M). OGGCX pays higher dividends than MWFIX: OGGCX (2.17) vs MWFIX (1.35). MWFIX was incepted earlier than OGGCX: MWFIX (5 years) vs OGGCX (28 years). OGGCX (1.50) is less costly to investors than MWFIX (0.65). MWFIX is a more actively managed with annual turnover of: 49.00 vs. OGGCX (5.00). OGGCX has a lower initial minimum investment than MWFIX: OGGCX (500) vs MWFIX (1000000). MWFIX (6.55) and OGGCX (6.50) have marching annual gain over last year.
| MWFIX | OGGCX | MWFIX / OGGCX | |
| Total Expense Ratio | 0.65 | 1.50 | 43% |
| Annual Report Gross Expense Ratio | 0.65 | 1.50 | 43% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 1.432 | 2.226 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 5.76B | 2% |
| Annual Yield % from dividends | 1.35 | 2.17 | 62% |
| Returns for 1 year | 6.55 | 6.50 | 101% |
| Returns for 3 years | 33.64 | 20.42 | 165% |
| Returns for 5 years | N/A | 45.32 | - |
| Returns for 10 years | N/A | 32.22 | - |
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