OCMGX

Active

OCM MUTUAL FUND

Category: Intl Equity (2,771 funds)

Expense Ratio
2.38%
Annual Cost per $10K
$238.00
30-Year Fee Drag per $10K
$37,357
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+66.84%

Asset Allocation

US Equity
6%
Intl Equity
87%
Cash
6%

Fee Comparison

OCMGX
2.38%
Intl Equity average
1.21%
Intl Equity cheapest
0.00%
Index benchmark
0.03%

97% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+178.33%3Y
Compare to

Fee Impact Calculator

$
%
OCMGX at 2.38%$193,826
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$186,787
Cost vs index fund−$183,599

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
OCMGXOCM MUTUAL FUND2.38%
AEGFXEUPAC Fund0.84%
APDKXArtisan International Value Fund1.06%
MDIDXMFS International Diversification Fund1.08%
MEMAXMFS Emerging Markets Equity Fund2.06%
GGIPXGoldman Sachs GQG Partners International Opportunities Fund0.75%
TBGVXTweedy, Browne International Value Fund1.41%
CGIAXInternational Growth and Income Fund1.13%
CNWAXNew World Fund Inc0.96%
WCMRXWCM Focused International Growth Fund1.29%
FCPAXFidelity Advisor International Capital Appreciation Fund1.14%
HLMNXHarding Loevner International Equity Portfolio1.15%
DOXFXDodge & Cox International Stock Fund0.52%
SIEMXSIT Emerging Markets Equity Fund1.71%
MGIAXMFS International Intrinsic Value Fund0.77%
MRIBXMFS Research International Fund0.99%
VVIIXVoya VACS Index Series I Portfolio
PCIEXPACE International Equity Investments1.91%
MIEIXMFS International Equity Fund0.98%
FEDMXFidelity Emerging Markets Fund0.86%
TRZKXT. Rowe Price International Discovery Fund1.06%
TRZSXT. Rowe Price Overseas Stock Fund0.65%
APDIXArtisan International Fund1.05%
PWJAXPGIM Jennison International Opportunities Fund1.09%
TRNZXT. Rowe Price International Stock Fund0.66%
EAROXFirst Eagle Overseas Fund0.80%
FIAGXFidelity International Growth Fund0.84%
APDJXArtisan International Small-Mid Fund1.15%
MCISXVictory Trivalent International Small-Cap Fund1.35%
FTFGXTempleton Foreign Fund1.10%
MGRAXMFS International Growth Fund0.81%
EEMiShares MSCI Emerging Markets ETF0.72%
TEGCXTouchstone Strategic Trust-Touchstone Sands Capital Emerging Markets Growth Fund1.16%
DREGXDriehaus Emerging Markets Growth Fund1.22%
FAMKXFidelity Advisor Focused Emerging Markets Fund1.17%
FMIJXFMI International Fund0.94%
JEMWXJPMorgan Emerging Markets Equity Fund0.79%
OAZIXOakmark International Fund0.75%
PZVEXPzena Emerging Markets Value Fund1.43%
FAIDXFidelity International Discovery Fund0.66%
WEUSXSIIT WORLD EQUITY EX-US FUND0.63%
VTRIXVANGUARD INTERNATIONAL VALUE FUND0.36%
BEXUXBaron Emerging Markets Fund1.11%
GDXVanEck Gold Miners ETF0.51%
TRFZXT. Rowe Price Emerging Markets Discovery Stock Fund0.97%
MIDLXMFS International New Discovery Fund0.91%
DISAXBNY Mellon International Stock Fund1.24%
SEITXSIT International Equity Fund0.85%
DFISXINTERNATIONAL SMALL COMPANY PORTFOLIO$1M min0.39%
JOHAXJOHCM International Select Fund1.18%
LGGAXClearBridge International Growth Fund1.07%
IDVSXInternational Advantage Portfolio0.89%
TROZXT. Rowe Price International Value Equity Fund0.66%
TRGZXT. Rowe Price Emerging Markets Stock Fund0.97%
DEMZXMacquarie Emerging Markets Fund1.06%
FDIKXFidelity Diversified International Fund0.59%
AIECXInvesco EQV International Equity Fund0.86%
FIASXFidelity International Small Cap Fund0.90%
GEGAXabrdn Emerging Markets Fund1.40%
PEIRXFederated Hermes International Equity Fund1.99%
AEMGXAcadian Emerging Markets Portfolio1.33%
STEYXInternational Strategic Equities Portfolio0.69%
RLEMXLazard Emerging Markets Equity Portfolio1.07%
FXIiShares China Large-Cap ETF0.73%
EMGDXAllspring Emerging Markets Equity Fund1.01%
PINTXOverseas Fund0.89%
JSEAXJPMorgan International Equity Fund0.95%
FOSFXFidelity Overseas Fund0.59%
GTDFXInvesco Emerging Markets ex-China Fund0.97%
INIVXInternational Investors Gold Fund1.42%
EWTiShares MSCI Taiwan ETF0.59%
PDEAXPGIM Jennison Emerging Markets Equity Opportunities Fund1.30%
CCWSXBaird Chautauqua International Growth Fund1.05%
TIEWXNuveen International Equity Fund0.46%
FEDAXFidelity Emerging Markets Discovery Fund1.26%
HSWFXHartford Schroders International Stock Fund0.69%
HILAXThe Hartford International Value Fund1.22%
RTIUXTax-Managed International Equity Fund0.97%
MXIVXEmpower International Value Fund1.07%
FWDGXAmerican Funds Developing World Growth & Income Fund0.91%
AIVBXAmerican Funds International Vantage Fund0.97%
HHHTXHartford Schroders Emerging Markets Equity Fund1.08%
BCSVXBrown Capital Management International Small Company Fund1.31%
IJEAXVY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO1.79%
HEFAiShares Currency Hedged MSCI EAFE ETF0.35%
OCMAXOCM MUTUAL FUND1.88%
PEAPXGlobal Emerging Markets Fund1.63%
QCVAXClearwater International Fund1.00%
FTEQXTempleton Emerging Markets Small Cap Fund1.76%
TRWFXTransamerica International Equity1.01%
EACOXEaton Vance Emerging and Frontier Countries Equity Fund1.40%
AWPAXAB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC1.04%
CEMVXCAUSEWAY EMERGING MARKETS FUND1.35%
QFVOXPear tree polaris foreign value fund1.41%
IHOAXTHE HARTFORD INTERNATIONAL OPPORTUNITIES FUND1.10%
SSJEXSTATE STREET EMERGING MARKETS EQUITY INDEX FUND
TPAIXTimothy Plan Israel Common Values Fund1.77%
REEAXRBC Emerging Markets Equity Fund1.13%
INAAXKotak India Equity Fund1.97%
JDIUXDisciplined Value International Fund0.74%
OAZEXOakmark International Small Cap Fund1.07%

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