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OCMAX vs SGGDX
OCMAX vs SGGDX Comparison
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OCMAX vs SGGDX Comparison Chart in %
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OCMAX vs. SGGDX commentary
Jul 19, 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 OCMAX is a Hold and SGGDX is a Buy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 3.64B vs. OCMAX (114M). SGGDX pays higher dividends than OCMAX: SGGDX (3.58) vs OCMAX (1.44). OCMAX was incepted earlier than SGGDX: OCMAX (15 years) vs SGGDX (32 years). OCMAX (1.88) is less costly to investors than SGGDX (1.16). SGGDX is a more actively managed with annual turnover of: 60.97 vs. OCMAX (6.00). OCMAX has a lower initial minimum investment than SGGDX: OCMAX (1000) vs SGGDX (2500). OCMAX annual gain was more profitable for investors over the last year : 46.28 vs. SGGDX (35.49). OCMAX return over 5 years is better than : 57.62 vs. SGGDX (53.30).
| OCMAX | SGGDX | OCMAX / SGGDX | |
| Total Expense Ratio | 1.88 | 1.16 | 162% |
| Annual Report Gross Expense Ratio | 1.88 | 1.16 | 162% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 61.364 | 44.822 | 137% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 3.64B | 3% |
| Annual Yield % from dividends | 1.44 | 3.58 | 40% |
| Returns for 1 year | 46.28 | 35.49 | 130% |
| Returns for 3 years | 126.42 | 95.84 | 132% |
| Returns for 5 years | 57.62 | 53.30 | 108% |
| Returns for 10 years | 201.45 | 238.42 | 84% |
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