Interact to see
Advertisement
Advertisement
FEGOX vs OCMAX
FEGOX vs OCMAX Comparison
Open Charts FEGOX vs OCMAX
FEGOX vs OCMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FEGOX vs. OCMAX commentary
Aug 18, 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: 3.94B vs. OCMAX (128M). FEGOX pays higher dividends than OCMAX: FEGOX (3.51) vs OCMAX (1.49). 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 : 62.25 vs. FEGOX (48.59). OCMAX return over 5 years is better than : 63.38 vs. FEGOX (51.46).
| 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 | 56.711 | 77.346 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.94B | 128M | 3,081% |
| Annual Yield % from dividends | 3.51 | 1.49 | 236% |
| Returns for 1 year | 48.59 | 62.25 | 78% |
| Returns for 3 years | 101.08 | 128.59 | 79% |
| Returns for 5 years | 51.46 | 63.38 | 81% |
| Returns for 10 years | 226.36 | 209.17 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers