Interact to see
Advertisement
Advertisement
OGMIX vs USERX
OGMIX vs USERX Comparison
Open Charts OGMIX vs USERX
OGMIX vs USERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OGMIX vs. USERX commentary
Jul 04, 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.
FUNDAMENTALS
Fundamentals
OGMIX has more cash in the bank: 3.54B vs. USERX (254M). USERX pays higher dividends than OGMIX: USERX (6.41) vs OGMIX (0.73). 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 is a more actively managed with annual turnover of: 76.00 vs. OGMIX (47.00). 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 : 62.38 vs. OGMIX (46.85). USERX return over 5 years is better than : 121.19 vs. OGMIX (113.17).
| OGMIX | USERX | OGMIX / USERX | |
| Total Expense Ratio | 0.66 | 1.63 | 40% |
| Annual Report Gross Expense Ratio | 0.66 | 1.63 | 40% |
| Fund Existence | 14 years | 52 years | - |
| Gain YTD | -7.324 | -5.514 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.54B | 254M | 1,393% |
| Annual Yield % from dividends | 0.73 | 6.41 | 11% |
| Returns for 1 year | 46.85 | 62.38 | 75% |
| Returns for 3 years | 143.75 | 203.62 | 71% |
| Returns for 5 years | 113.17 | 121.19 | 93% |
| Returns for 10 years | 220.44 | 237.30 | 93% |