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FAMRX vs OGGCX
FAMRX vs OGGCX Comparison
Open Charts FAMRX vs OGGCX
Fidelity Asset Manager 85%
Price$29.11
Change+$0.14 (+0.48%)
VolumeN/A
Net Assets4.89B
JPMorgan Investor Growth C
Price$24.32
Change+$0.11 (+0.45%)
VolumeN/A
Net Assets6.12B
FAMRX vs OGGCX Comparison Chart in %
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FAMRX vs. OGGCX commentary
Jul 07, 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 FAMRX is a Buy and OGGCX is a Hold.
FUNDAMENTALS
Fundamentals
OGGCX has more cash in the bank: 6.12B vs. FAMRX (4.89B). OGGCX pays higher dividends than FAMRX: OGGCX (2.01) vs FAMRX (1.32). FAMRX was incepted earlier than OGGCX: FAMRX (26 years) vs OGGCX (28 years). OGGCX (1.50) is less costly to investors than FAMRX (0.65). FAMRX is a more actively managed with annual turnover of: 16.00 vs. OGGCX (5.00). FAMRX has a lower initial minimum investment than OGGCX: FAMRX (0) vs OGGCX (500). FAMRX (10.87) and OGGCX (10.63) have marching annual gain over last year. FAMRX return over 5 years is better than : 57.08 vs. OGGCX (43.69).
| FAMRX | OGGCX | FAMRX / OGGCX | |
| Total Expense Ratio | 0.65 | 1.50 | 43% |
| Annual Report Gross Expense Ratio | 0.65 | 1.50 | 43% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 10.140 | 8.327 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 6.12B | 80% |
| Annual Yield % from dividends | 1.32 | 2.01 | 66% |
| Returns for 1 year | 10.87 | 10.63 | 102% |
| Returns for 3 years | 42.26 | 33.09 | 128% |
| Returns for 5 years | 57.08 | 43.69 | 131% |
| Returns for 10 years | 83.65 | 43.88 | 191% |
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