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MWFIX vs OGGCX
MWFIX vs OGGCX Comparison
Open Charts MWFIX vs OGGCX
NYLI Equity ETF Allocation
Price$16.63
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets119.2M
JPMorgan Investor Growth C
Price$24.31
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets6.12B
MWFIX vs OGGCX Comparison Chart in %
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MWFIX vs. OGGCX commentary
Jul 22, 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: 6.12B vs. MWFIX (119M). OGGCX pays higher dividends than MWFIX: OGGCX (2.01) vs MWFIX (1.22). 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 annual gain was more profitable for investors over the last year : 11.04 vs. OGGCX (10.49). MWFIX return over 5 years is better than : 67.49 vs. OGGCX (37.44).
| 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 | 8.268 | 8.193 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 6.12B | 2% |
| Annual Yield % from dividends | 1.22 | 2.01 | 61% |
| Returns for 1 year | 11.04 | 10.49 | 105% |
| Returns for 3 years | 45.53 | 29.90 | 152% |
| Returns for 5 years | 67.49 | 37.44 | 180% |
| Returns for 10 years | N/A | 43.63 | - |
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