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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
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
FEGOX has more cash in the bank: 4.49B vs. OCMAX (150M). FEGOX pays higher dividends than OCMAX: FEGOX (3.01) vs OCMAX (1.23). 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 : 90.37 vs. FEGOX (73.17). OCMAX return over 5 years is better than : 84.39 vs. FEGOX (66.25).
| 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 | 78.640 | 106.305 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 150M | 2,993% |
| Annual Yield % from dividends | 3.01 | 1.23 | 245% |
| Returns for 1 year | 73.17 | 90.37 | 81% |
| Returns for 3 years | 138.57 | 184.89 | 75% |
| Returns for 5 years | 66.25 | 84.39 | 79% |
| Returns for 10 years | 304.54 | 294.30 | 103% |
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