Home › Compare › GMAWX vs ORCC
GMAWX yields 0.45% · ORCC yields 9.79%● Live data
📍 ORCC pulled ahead of the other in Year 1
Combined, GMAWX + ORCC cover 0 of 12 months — good coverage
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What's the optimal mix of GMAWX + ORCC for your $10,000?
The adviser seeks to achieve the fund’s investment objective by investing the fund’s assets primarily in equities of U.S. small-cap companies that GMO believes to be of high quality. As an alternative to investing directly in equities, the fund may invest in exchange-traded and over-the-counter (OTC) derivatives and exchange-traded funds (ETFs). The fund also may invest in derivatives and ETFs in an attempt to obtain or adjust elements of its long or short investment exposure and as a substitute for securities lending.
Full GMAWX Calculator →Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.