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ELDFX vs OGGCX
ELDFX vs OGGCX Comparison
Open Charts ELDFX vs OGGCX
Elfun Diversified
Price$20.97
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets178.8M
JPMorgan Investor Growth C
Price$22.95
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets5.76B
ELDFX vs OGGCX Comparison Chart
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ELDFX vs. OGGCX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ELDFX is a StrongBuy and OGGCX is a Hold.
FUNDAMENTALS
Fundamentals
OGGCX has more cash in the bank: 5.76B vs. ELDFX (179M). ELDFX pays higher dividends than OGGCX: ELDFX (2.83) vs OGGCX (2.17). ELDFX was incepted earlier than OGGCX: ELDFX (37 years) vs OGGCX (28 years). OGGCX (1.50) is less costly to investors than ELDFX (0.34). ELDFX is a more actively managed with annual turnover of: 27.00 vs. OGGCX (5.00). ELDFX (500) and OGGCX (500) have matching initial minimum investment requirements. OGGCX annual gain was more profitable for investors over the last year : 6.50 vs. ELDFX (5.51). OGGCX return over 5 years is better than : 45.32 vs. ELDFX (27.71).
| ELDFX | OGGCX | ELDFX / OGGCX | |
| Total Expense Ratio | 0.33 | 1.50 | 22% |
| Annual Report Gross Expense Ratio | 0.34 | 1.50 | 23% |
| Fund Existence | 37 years | 28 years | - |
| Gain YTD | 3.660 | 2.226 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 5.76B | 3% |
| Annual Yield % from dividends | 2.83 | 2.17 | 131% |
| Returns for 1 year | 5.51 | 6.50 | 85% |
| Returns for 3 years | 19.06 | 20.42 | 93% |
| Returns for 5 years | 27.71 | 45.32 | 61% |
| Returns for 10 years | 29.58 | 32.22 | 92% |
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