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FEGOX vs OCMAX
FEGOX vs OCMAX Comparison
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FEGOX vs OCMAX Comparison Chart in %
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FEGOX vs. OCMAX commentary
Jul 27, 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 FEGOX is a Hold and OCMAX is a Hold.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 3.75B vs. OCMAX (119M). FEGOX pays higher dividends than OCMAX: FEGOX (3.45) vs OCMAX (1.44). FEGOX was incepted earlier than OCMAX: FEGOX (22 years) vs OCMAX (15 years). FEGOX (1.91) and OCMAX (1.88) have similar cost to investors . FEGOX is a more actively managed with annual turnover of: 60.97 vs. OCMAX (6.00). OCMAX has a lower initial minimum investment than FEGOX: OCMAX (1000) vs FEGOX (2500). OCMAX annual gain was more profitable for investors over the last year : 60.75 vs. FEGOX (45.06). OCMAX return over 5 years is better than : 55.55 vs. FEGOX (43.99).
| FEGOX | OCMAX | FEGOX / OCMAX | |
| Total Expense Ratio | 1.91 | 1.88 | 102% |
| Annual Report Gross Expense Ratio | 1.91 | 1.88 | 102% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 48.860 | 67.522 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 119M | 3,154% |
| Annual Yield % from dividends | 3.45 | 1.44 | 239% |
| Returns for 1 year | 45.06 | 60.75 | 74% |
| Returns for 3 years | 101.61 | 139.40 | 73% |
| Returns for 5 years | 43.99 | 55.55 | 79% |
| Returns for 10 years | 228.16 | 215.04 | 106% |
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