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OCMAX vs SGGDX
OCMAX vs SGGDX Comparison
Open Charts OCMAX vs SGGDX
OCMAX vs SGGDX Comparison Chart in %
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OCMAX vs. SGGDX 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 OCMAX is a Hold and SGGDX is a Hold.
FUNDAMENTALS
Fundamentals
SGGDX has more cash in the bank: 3.75B vs. OCMAX (119M). 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 : 60.75 vs. SGGDX (46.14). OCMAX return over 5 years is better than : 55.55 vs. SGGDX (49.14).
| 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 | 67.522 | 49.486 | 136% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 3.75B | 3% |
| Annual Yield % from dividends | 1.44 | 3.58 | 40% |
| Returns for 1 year | 60.75 | 46.14 | 132% |
| Returns for 3 years | 139.40 | 106.10 | 131% |
| Returns for 5 years | 55.55 | 49.14 | 113% |
| Returns for 10 years | 215.04 | 253.57 | 85% |
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