OCMGX vs. INIVX
Compare and contrast key facts about OCM Gold Fund (OCMGX) and VanEck International Investors Gold Fund (INIVX).
OCMGX is managed by OCM. It was launched on Feb 3, 1988. INIVX is managed by VanEck. It was launched on Feb 9, 1956.
Performance
OCMGX vs. INIVX - Performance Comparison
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OCMGX vs. INIVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OCMGX OCM Gold Fund | 6.52% | 167.05% | 23.15% | 4.21% | -17.71% | -9.67% | 44.28% | 56.74% | -13.84% | 9.70% |
INIVX VanEck International Investors Gold Fund | 9.59% | 165.88% | 14.37% | 9.67% | -13.77% | -14.23% | 40.91% | 38.15% | -16.01% | 13.06% |
Returns By Period
In the year-to-date period, OCMGX achieves a 6.52% return, which is significantly lower than INIVX's 9.59% return. Both investments have delivered pretty close results over the past 10 years, with OCMGX having a 19.58% annualized return and INIVX not far behind at 18.77%.
OCMGX
- 1D
- 6.24%
- 1M
- -18.77%
- YTD
- 6.52%
- 6M
- 25.30%
- 1Y
- 106.44%
- 3Y*
- 48.36%
- 5Y*
- 24.55%
- 10Y*
- 19.58%
INIVX
- 1D
- 7.01%
- 1M
- -19.57%
- YTD
- 9.59%
- 6M
- 29.50%
- 1Y
- 116.46%
- 3Y*
- 49.06%
- 5Y*
- 25.68%
- 10Y*
- 18.77%
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OCMGX vs. INIVX - Expense Ratio Comparison
OCMGX has a 2.32% expense ratio, which is higher than INIVX's 1.42% expense ratio.
Return for Risk
OCMGX vs. INIVX — Risk / Return Rank
OCMGX
INIVX
OCMGX vs. INIVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OCM Gold Fund (OCMGX) and VanEck International Investors Gold Fund (INIVX). 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.
| OCMGX | INIVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.74 | 2.56 | +0.18 |
Sortino ratioReturn per unit of downside risk | 2.90 | 2.71 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.42 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.97 | 3.97 | 0.00 |
Martin ratioReturn relative to average drawdown | 14.53 | 14.93 | -0.40 |
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
| OCMGX | INIVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.74 | 2.56 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.77 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.55 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.27 | -0.14 |
Correlation
The correlation between OCMGX and INIVX is 0.90, 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
OCMGX vs. INIVX - Dividend Comparison
OCMGX's dividend yield for the trailing twelve months is around 6.10%, more than INIVX's 5.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCMGX OCM Gold Fund | 6.10% | 6.50% | 2.88% | 0.00% | 0.05% | 1.07% | 0.98% | 6.33% | 26.98% | 7.19% | 19.53% | 0.05% |
INIVX VanEck International Investors Gold Fund | 5.49% | 6.01% | 7.45% | 0.10% | 0.00% | 6.40% | 11.70% | 3.66% | 2.87% | 3.76% | 6.40% | 0.00% |
Drawdowns
OCMGX vs. INIVX - Drawdown Comparison
The maximum OCMGX drawdown since its inception was -84.47%, which is greater than INIVX's maximum drawdown of -78.96%. Use the drawdown chart below to compare losses from any high point for OCMGX and INIVX.
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Drawdown Indicators
| OCMGX | INIVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.47% | -78.96% | -5.51% |
Max Drawdown (1Y)Largest decline over 1 year | -27.33% | -29.60% | +2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -45.55% | -45.06% | -0.49% |
Max Drawdown (10Y)Largest decline over 10 years | -45.55% | -51.20% | +5.65% |
Current DrawdownCurrent decline from peak | -18.77% | -19.57% | +0.80% |
Average DrawdownAverage peak-to-trough decline | -41.28% | -37.84% | -3.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.48% | 7.87% | -0.39% |
Volatility
OCMGX vs. INIVX - Volatility Comparison
The current volatility for OCM Gold Fund (OCMGX) is 15.59%, while VanEck International Investors Gold Fund (INIVX) has a volatility of 17.13%. This indicates that OCMGX experiences smaller price fluctuations and is considered to be less risky than INIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OCMGX | INIVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.59% | 17.13% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 31.48% | 38.44% | -6.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.36% | 45.71% | -6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.93% | 33.66% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.91% | 34.19% | -0.28% |