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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 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 FEGOX is a Buy and OCMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 3.69B vs. OCMAX (115M). 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 : 71.46 vs. FEGOX (49.51). OCMAX return over 5 years is better than : 77.12 vs. FEGOX (59.47).
| 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 | 47.719 | 66.862 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 115M | 3,210% |
| Annual Yield % from dividends | 3.45 | 1.44 | 239% |
| Returns for 1 year | 49.51 | 71.46 | 69% |
| Returns for 3 years | 83.63 | 113.49 | 74% |
| Returns for 5 years | 59.47 | 77.12 | 77% |
| Returns for 10 years | 171.70 | 150.04 | 114% |
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