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OCMAX vs SGGDX
OCMAX vs SGGDX Comparison
Open Charts OCMAX vs SGGDX
OCMAX vs SGGDX Comparison Chart in %
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OCMAX vs. SGGDX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 4.79B vs. OCMAX (174M). SGGDX pays higher dividends than OCMAX: SGGDX (2.80) vs OCMAX (1.09). OCMAX was incepted earlier than SGGDX: OCMAX (16 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 : 102.93 vs. SGGDX (84.52). OCMAX return over 5 years is better than : 135.84 vs. SGGDX (115.56).
| OCMAX | SGGDX | OCMAX / SGGDX | |
| Total Expense Ratio | 1.88 | 1.16 | 162% |
| Annual Report Gross Expense Ratio | 1.88 | 1.16 | 162% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 127.199 | 100.158 | 127% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 4.79B | 4% |
| Annual Yield % from dividends | 1.09 | 2.80 | 39% |
| Returns for 1 year | 102.93 | 84.52 | 122% |
| Returns for 3 years | 212.81 | 152.55 | 140% |
| Returns for 5 years | 135.84 | 115.56 | 118% |
| Returns for 10 years | 336.01 | 378.82 | 89% |
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