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OCMAX vs OGMIX
OCMAX vs OGMIX Comparison
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OCMAX vs OGMIX Comparison Chart in %
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OCMAX vs. OGMIX commentary
Aug 25, 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 OCMAX is a Buy and OGMIX is a Hold.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 4.5B vs. OCMAX (233M). OCMAX pays higher dividends than OGMIX: OCMAX (6.05) vs OGMIX (0.74). OCMAX was incepted earlier than OGMIX: OCMAX (16 years) vs OGMIX (14 years). OCMAX (1.63) is less costly to investors than OGMIX (0.66). OGMIX is a more actively managed with annual turnover of: 74.00 vs. OCMAX (1.00). OCMAX has a lower initial minimum investment than OGMIX: OCMAX (1000) vs OGMIX (1000000). OCMAX annual gain was more profitable for investors over the last year : 86.72 vs. OGMIX (69.26). OCMAX return over 5 years is better than : 262.11 vs. OGMIX (207.37).
| OCMAX | OGMIX | OCMAX / OGMIX | |
| Total Expense Ratio | 1.63 | 0.66 | 247% |
| Annual Report Gross Expense Ratio | 1.63 | 0.66 | 247% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 27.354 | 20.736 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 4.5B | 5% |
| Annual Yield % from dividends | 6.05 | 0.74 | 815% |
| Returns for 1 year | 86.72 | 69.26 | 125% |
| Returns for 3 years | 366.34 | 238.04 | 154% |
| Returns for 5 years | 262.11 | 207.37 | 126% |
| Returns for 10 years | 219.31 | 328.51 | 67% |
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