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OWCAX vs SRCMX
OWCAX vs SRCMX Comparison
Open Charts OWCAX vs SRCMX
OWCAX vs SRCMX Comparison Chart in %
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OWCAX vs. SRCMX commentary
Jul 07, 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 OWCAX is a Hold and SRCMX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 688M vs. OWCAX (392M). SRCMX pays higher dividends than OWCAX: SRCMX (3.47) vs OWCAX (2.59). OWCAX was incepted earlier than SRCMX: OWCAX (8 years) vs SRCMX (37 years). SRCMX (0.85) is less costly to investors than OWCAX (0.76). SRCMX is a more actively managed with annual turnover of: 52.20 vs. OWCAX (24.00). OWCAX (1000) and SRCMX (1000) have matching initial minimum investment requirements. SRCMX annual gain was more profitable for investors over the last year : 6.38 vs. OWCAX (2.50). OWCAX return over 5 years is better than : 2.00 vs. SRCMX (-0.45).
| OWCAX | SRCMX | OWCAX / SRCMX | |
| Total Expense Ratio | 0.57 | 0.85 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 0.85 | 89% |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 0.000 | 2.145 | - |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 688M | 57% |
| Annual Yield % from dividends | 2.59 | 3.47 | 75% |
| Returns for 1 year | 2.50 | 6.38 | 39% |
| Returns for 3 years | 7.06 | 11.48 | 62% |
| Returns for 5 years | 2.00 | -0.45 | -442% |
| Returns for 10 years | N/A | 15.83 | - |
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