OGMIX
Price
$70.26
Change
-$1.10 (-1.54%)
Updated
Sep 4 closing price
Net Assets
4.42B
USERX
Price
$33.77
Change
-$0.58 (-1.69%)
Updated
Sep 4 closing price
Net Assets
320.32M
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OGMIX vs USERX

OGMIX vs USERX Comparison Chart in %
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OGMIX vs. USERX commentary
Sep 05, 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 OGMIX is a Hold and USERX is a Hold.

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FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 4.42B vs. USERX (320M). USERX pays higher dividends than OGMIX: USERX (5.02) vs OGMIX (0.57). OGMIX was incepted earlier than USERX: OGMIX (14 years) vs USERX (52 years). USERX (1.63) is less costly to investors than OGMIX (0.66). USERX (76.00) and OGMIX (74.00) have comparable annual turnover. USERX has a lower initial minimum investment than OGMIX: USERX (5000) vs OGMIX (1000000). USERX annual gain was more profitable for investors over the last year : 64.66 vs. OGMIX (56.33). USERX (196.09) and OGMIX (189.97) have equivalent 5 years return.
OGMIXUSERXOGMIX / USERX
Total Expense Ratio0.661.6340%
Annual Report Gross Expense Ratio0.661.6340%
Fund Existence14 years52 years-
Gain YTD19.33117.568110%
Front LoadN/AN/A-
Min. Initial Investment1000000500020,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.42B320M1,381%
Annual Yield % from dividends0.575.0211%
Returns for 1 year56.3364.6687%
Returns for 3 years233.04306.5576%
Returns for 5 years189.97196.0997%
Returns for 10 years298.91282.10106%
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