OCMGX vs. TIBIX
Compare and contrast key facts about OCM Gold Fund (OCMGX) and Thornburg Investment Income Builder Fund Class I (TIBIX).
OCMGX is managed by OCM. It was launched on Feb 3, 1988. TIBIX is an actively managed fund by Thornburg. It was launched on Dec 24, 2002.
Performance
OCMGX vs. TIBIX - Performance Comparison
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OCMGX vs. TIBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OCMGX OCM Gold Fund | 11.16% | 167.05% | 23.15% | 4.21% | -17.71% | -9.67% | 44.28% | 56.74% | -13.84% | 9.70% |
TIBIX Thornburg Investment Income Builder Fund Class I | 10.67% | 37.01% | 13.48% | 18.28% | -7.69% | 20.36% | -0.40% | 18.01% | -4.31% | 15.23% |
Returns By Period
The year-to-date returns for both stocks are quite close, with OCMGX having a 11.16% return and TIBIX slightly lower at 10.67%. Over the past 10 years, OCMGX has outperformed TIBIX with an annualized return of 20.09%, while TIBIX has yielded a comparatively lower 12.26% annualized return.
OCMGX
- 1D
- 4.36%
- 1M
- -9.20%
- YTD
- 11.16%
- 6M
- 30.86%
- 1Y
- 117.16%
- 3Y*
- 50.49%
- 5Y*
- 25.61%
- 10Y*
- 20.09%
TIBIX
- 1D
- 0.77%
- 1M
- 0.39%
- YTD
- 10.67%
- 6M
- 17.64%
- 1Y
- 39.11%
- 3Y*
- 24.53%
- 5Y*
- 15.66%
- 10Y*
- 12.26%
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OCMGX vs. TIBIX - Expense Ratio Comparison
OCMGX has a 2.32% expense ratio, which is higher than TIBIX's 0.93% expense ratio.
Return for Risk
OCMGX vs. TIBIX — Risk / Return Rank
OCMGX
TIBIX
OCMGX vs. TIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OCM Gold Fund (OCMGX) and Thornburg Investment Income Builder Fund Class I (TIBIX). 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 | TIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.93 | 3.64 | -0.70 |
Sortino ratioReturn per unit of downside risk | 3.04 | 4.62 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.80 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | 4.25 | 4.60 | -0.35 |
Martin ratioReturn relative to average drawdown | 15.42 | 22.49 | -7.07 |
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 | TIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.93 | 3.64 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 1.42 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.91 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.75 | -0.62 |
Correlation
The correlation between OCMGX and TIBIX is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
OCMGX vs. TIBIX - Dividend Comparison
OCMGX's dividend yield for the trailing twelve months is around 5.85%, more than TIBIX's 5.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCMGX OCM Gold Fund | 5.85% | 6.50% | 2.88% | 0.00% | 0.05% | 1.07% | 0.98% | 6.33% | 26.98% | 7.19% | 19.53% | 0.05% |
TIBIX Thornburg Investment Income Builder Fund Class I | 5.36% | 5.83% | 5.67% | 4.89% | 5.89% | 5.33% | 4.31% | 4.46% | 4.77% | 4.52% | 4.14% | 4.66% |
Drawdowns
OCMGX vs. TIBIX - Drawdown Comparison
The maximum OCMGX drawdown since its inception was -84.47%, which is greater than TIBIX's maximum drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for OCMGX and TIBIX.
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Drawdown Indicators
| OCMGX | TIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.47% | -48.88% | -35.59% |
Max Drawdown (1Y)Largest decline over 1 year | -27.33% | -7.45% | -19.88% |
Max Drawdown (5Y)Largest decline over 5 years | -45.55% | -20.79% | -24.76% |
Max Drawdown (10Y)Largest decline over 10 years | -45.55% | -34.85% | -10.70% |
Current DrawdownCurrent decline from peak | -15.23% | -2.72% | -12.51% |
Average DrawdownAverage peak-to-trough decline | -41.27% | -6.00% | -35.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.54% | 1.75% | +5.79% |
Volatility
OCMGX vs. TIBIX - Volatility Comparison
OCM Gold Fund (OCMGX) has a higher volatility of 15.15% compared to Thornburg Investment Income Builder Fund Class I (TIBIX) at 3.15%. This indicates that OCMGX's price experiences larger fluctuations and is considered to be riskier than TIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OCMGX | TIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.15% | 3.15% | +12.00% |
Volatility (6M)Calculated over the trailing 6-month period | 31.75% | 6.59% | +25.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.57% | 10.84% | +28.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.94% | 11.11% | +22.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.93% | 13.48% | +20.45% |