OEGAX vs FRSGX

Both FRSGX and OEGAX are mutual funds. FRSGX has a lower 5-year return than OEGAX (17.07% vs 17.16%). FRSGX has a lower expense ratio than OEGAX (0.85% vs 1.03%). Below is the comparison between FRSGX and OEGAX.

FRSGX OEGAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Franklin Templeton Investments Invesco
Net Assets $4.19B $5.09B
Expense Ratio 0.85% 1.03%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 $3,000.00
YTD Return -7.43% -18.06%
1-Year Return -6.74% -18.26%
3-Year Return 27.76% 20.89%
5-Year Return 17.07% 17.16%
10-Year Return 14.95% 14.27%

FRSGX description

The Fund seeks long-term growth of capital. The Fund invests at least 80% of its net assets in the equity securities of small capitalization and in the equity securities of mid-capitalization companies.

FRSGX performance & returns

YTD Return -7.43%
1-Month Return -4.38%
3-Month Return -6.74%
1-Year Return -6.74%
3-Year Return 27.76%
5-Year Return 17.07%
10-Year Return 14.95%
FRSGX expense ratio is 0.85%.

FRSGX holdings

Top 10 Holdings (23.06% of Total Assets)

Name Symbol % Assets
DraftKings Inc Ordinary Shares - Class A DKNG 3.36%
Franklin IFT Money Market INFXX 3.04%
Twilio Inc A TWLO 2.44%
DocuSign Inc DOCU 2.36%
Synopsys Inc SNPS 2.34%
CoStar Group Inc CSGP 2.24%
Verisk Analytics Inc VRSK 1.91%
IDEXX Laboratories Inc IDXX 1.84%
Mettler-Toledo International Inc MTD 1.78%
Veeva Systems Inc Class A VEEV 1.75%

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OEGAX description

The Fund seeks capital appreciation. The Fund emphasizes investments in equity securities of small- & mid-cap companies. The Fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in small- & mid-cap companies.

OEGAX performance & returns

YTD Return -18.06%
1-Month Return -15.69%
3-Month Return -18.26%
1-Year Return -18.26%
3-Year Return 20.89%
5-Year Return 17.16%
10-Year Return 14.27%
OEGAX expense ratio is 1.03%.

OEGAX holdings

Top 10 Holdings (20.13% of Total Assets)

Name Symbol % Assets
Pool Corp POOL 2.32%
Synopsys Inc SNPS 2.19%
DexCom Inc DXCM 2.17%
West Pharmaceutical Services Inc WST 1.99%
RingCentral Inc Class A RNG 1.97%
Monolithic Power Systems Inc MPWR 1.95%
Chipotle Mexican Grill Inc Class A CMG 1.95%
IDEXX Laboratories Inc IDXX 1.92%
Roper Technologies Inc ROP 1.88%
Twilio Inc A TWLO 1.79%

Other relevant OEGAX comparisons

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