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OCMAX vs SGGDX
OCMAX vs SGGDX Comparison
Open Charts OCMAX vs SGGDX
OCMAX vs SGGDX Comparison Chart
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OCMAX vs. SGGDX commentary
Apr 11, 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 Buy and SGGDX is a Buy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 3.03B vs. OCMAX (87.9M). SGGDX pays higher dividends than OCMAX: SGGDX (4.00) vs OCMAX (1.72). OCMAX was incepted earlier than SGGDX: OCMAX (15 years) vs SGGDX (32 years). OCMAX (1.94) 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 : 37.00 vs. SGGDX (23.87). OCMAX return over 5 years is better than : 86.95 vs. SGGDX (58.72).
| OCMAX | SGGDX | OCMAX / SGGDX | |
| Total Expense Ratio | 1.94 | 1.16 | 167% |
| Annual Report Gross Expense Ratio | 1.94 | 1.16 | 167% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 25.953 | 21.107 | 123% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.9M | 3.03B | 3% |
| Annual Yield % from dividends | 1.72 | 4.00 | 43% |
| Returns for 1 year | 37.00 | 23.87 | 155% |
| Returns for 3 years | 16.15 | 22.30 | 72% |
| Returns for 5 years | 86.95 | 58.72 | 148% |
| Returns for 10 years | 77.42 | 127.73 | 61% |
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