FEGOX vs. OCMAX
Compare and contrast key facts about First Eagle Gold Fund Class C (FEGOX) and OCM Gold Atlas (OCMAX).
FEGOX is an actively managed fund by First Eagle. It was launched on May 15, 2003. OCMAX is an actively managed fund by OCM. It was launched on Mar 31, 2010.
Performance
FEGOX vs. OCMAX - Performance Comparison
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FEGOX vs. OCMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEGOX First Eagle Gold Fund Class C | 2.40% | 126.68% | 9.47% | 6.26% | -2.33% | -8.41% | 28.65% | 37.47% | -16.58% | 7.37% |
OCMAX OCM Gold Atlas | 0.41% | 168.37% | 23.87% | 4.82% | -17.28% | -9.16% | 45.45% | 58.42% | -13.25% | 10.55% |
Returns By Period
In the year-to-date period, FEGOX achieves a 2.40% return, which is significantly higher than OCMAX's 0.41% return. Over the past 10 years, FEGOX has underperformed OCMAX with an annualized return of 14.69%, while OCMAX has yielded a comparatively higher 19.69% annualized return.
FEGOX
- 1D
- -0.11%
- 1M
- -22.44%
- YTD
- 2.40%
- 6M
- 18.50%
- 1Y
- 76.76%
- 3Y*
- 34.63%
- 5Y*
- 21.68%
- 10Y*
- 14.69%
OCMAX
- 1D
- 0.43%
- 1M
- -23.39%
- YTD
- 0.41%
- 6M
- 19.80%
- 1Y
- 95.92%
- 3Y*
- 46.20%
- 5Y*
- 24.64%
- 10Y*
- 19.69%
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FEGOX vs. OCMAX - Expense Ratio Comparison
FEGOX has a 1.91% expense ratio, which is higher than OCMAX's 1.88% expense ratio.
Return for Risk
FEGOX vs. OCMAX — Risk / Return Rank
FEGOX
OCMAX
FEGOX vs. OCMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Eagle Gold Fund Class C (FEGOX) and OCM Gold Atlas (OCMAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FEGOX | OCMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.03 | 2.52 | -0.49 |
Sortino ratioReturn per unit of downside risk | 2.29 | 2.72 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.40 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.90 | 3.48 | -0.57 |
Martin ratioReturn relative to average drawdown | 10.72 | 12.90 | -2.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FEGOX | OCMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.03 | 2.52 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.73 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.58 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.23 | +0.08 |
Correlation
The correlation between FEGOX and OCMAX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FEGOX vs. OCMAX - Dividend Comparison
FEGOX's dividend yield for the trailing twelve months is around 0.68%, less than OCMAX's 5.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEGOX First Eagle Gold Fund Class C | 0.68% | 0.70% | 5.05% | 0.22% | 0.00% | 0.24% | 0.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OCMAX OCM Gold Atlas | 5.89% | 5.91% | 2.97% | 0.00% | 0.04% | 0.95% | 1.44% | 5.66% | 24.55% | 6.72% | 18.48% | 0.05% |
Drawdowns
FEGOX vs. OCMAX - Drawdown Comparison
The maximum FEGOX drawdown since its inception was -71.67%, smaller than the maximum OCMAX drawdown of -76.26%. Use the drawdown chart below to compare losses from any high point for FEGOX and OCMAX.
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Drawdown Indicators
| FEGOX | OCMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.67% | -76.26% | +4.59% |
Max Drawdown (1Y)Largest decline over 1 year | -26.69% | -27.33% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -34.24% | -45.14% | +10.90% |
Max Drawdown (10Y)Largest decline over 10 years | -43.08% | -45.14% | +2.06% |
Current DrawdownCurrent decline from peak | -22.78% | -23.51% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -31.43% | -36.37% | +4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.23% | 7.37% | -0.14% |
Volatility
FEGOX vs. OCMAX - Volatility Comparison
First Eagle Gold Fund Class C (FEGOX) and OCM Gold Atlas (OCMAX) have volatilities of 13.89% and 13.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEGOX | OCMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.89% | 13.81% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 32.49% | 30.95% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.59% | 39.00% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.09% | 33.83% | -5.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.14% | 33.84% | -6.70% |