Interact to see
Advertisement
Advertisement
OCMAX vs SGGDX
OCMAX vs SGGDX Comparison
Open Charts OCMAX vs SGGDX
OCMAX vs SGGDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCMAX vs. SGGDX 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 OCMAX is a StrongBuy and SGGDX is a Buy.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 3.69B vs. OCMAX (115M). SGGDX pays higher dividends than OCMAX: SGGDX (3.58) vs OCMAX (1.44). OCMAX was incepted earlier than SGGDX: OCMAX (15 years) vs SGGDX (32 years). OCMAX (1.88) is less costly to investors than SGGDX (1.16). SGGDX is a more actively managed with annual turnover of: 60.97 vs. OCMAX (6.00). OCMAX has a lower initial minimum investment than SGGDX: OCMAX (1000) vs SGGDX (2500). OCMAX annual gain was more profitable for investors over the last year : 71.46 vs. SGGDX (50.60). OCMAX return over 5 years is better than : 77.12 vs. SGGDX (65.16).
| OCMAX | SGGDX | OCMAX / SGGDX | |
| Total Expense Ratio | 1.88 | 1.16 | 162% |
| Annual Report Gross Expense Ratio | 1.88 | 1.16 | 162% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 66.862 | 48.261 | 139% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 3.69B | 3% |
| Annual Yield % from dividends | 1.44 | 3.58 | 40% |
| Returns for 1 year | 71.46 | 50.60 | 141% |
| Returns for 3 years | 113.49 | 87.77 | 129% |
| Returns for 5 years | 77.12 | 65.16 | 118% |
| Returns for 10 years | 150.04 | 192.73 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers