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TWHIX vs OEGAX

Both OEGAX and TWHIX are mutual funds. OEGAX has a higher 5-year return than TWHIX (19.6% vs 18.85%). OEGAX has a higher expense ratio than TWHIX (1.05% vs 1%). Below is the comparison between OEGAX and TWHIX.

OEGAX TWHIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Invesco N/A
Net Assets $4.80B $5.09B
Expense Ratio 1.05% 1.00%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $3,000.00 $3,000.00
YTD Return 7.49% 7.23%
1-Year Return -0.85% 0.58%
3-Year Return 21.54% 22.01%
5-Year Return 19.60% 18.85%
10-Year Return 14.59% 13.52%

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 7.49%
1-Month Return 2.09%
3-Month Return -0.85%
1-Year Return -0.85%
3-Year Return 21.54%
5-Year Return 19.60%
10-Year Return 14.59%
OEGAX expense ratio is 1.05%.

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%

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TWHIX description

The Fund seeks long-term capital growth by investing in companies whose earnings and revenues are growing at an accelerated rate. Firms exhibiting these accelerated rates will, in the view of Fund Management, have a greater potential of increasing in value over the long-term.

TWHIX performance & returns

YTD Return 7.23%
1-Month Return 2.89%
3-Month Return 0.58%
1-Year Return 0.58%
3-Year Return 22.01%
5-Year Return 18.85%
10-Year Return 13.52%
TWHIX expense ratio is 1%.

TWHIX holdings

Top 10 Holdings (23.26% of Total Assets)

Name Symbol % Assets
Xilinx Inc XLNX 3.00%
Cadence Design Systems Inc CDNS 2.98%
Chipotle Mexican Grill Inc Class A CMG 2.53%
Cognex Corp CGNX 2.40%
Veeva Systems Inc Class A VEEV 2.31%
Square Inc A SQ 2.07%
Skyworks Solutions Inc SWKS 2.04%
Teleflex Inc TFX 2.01%
Align Technology Inc ALGN 1.99%
Splunk Inc SPLK 1.93%

Other relevant TWHIX comparisons

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