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MSTSX vs OGGCX
MSTSX vs OGGCX Comparison
Open Charts MSTSX vs OGGCX
Morningstar Global Opportunistic Equity
Price$11.77
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets329.11M
JPMorgan Investor Growth C
Price$24.50
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets6.19B
MSTSX vs OGGCX Comparison Chart in %
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MSTSX vs. OGGCX commentary
Aug 10, 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 MSTSX is a Buy and OGGCX is a Hold.
FUNDAMENTALS
Fundamentals
OGGCX has more cash in the bank: 6.19B vs. MSTSX (329M). OGGCX (1.99) and MSTSX (1.97) have matching dividends . MSTSX was incepted earlier than OGGCX: MSTSX (7 years) vs OGGCX (28 years). OGGCX (1.50) is less costly to investors than MSTSX (0.82). MSTSX is a more actively managed with annual turnover of: 60.00 vs. OGGCX (5.00). MSTSX has a lower initial minimum investment than OGGCX: MSTSX (0) vs OGGCX (500). OGGCX annual gain was more profitable for investors over the last year : 14.40 vs. MSTSX (9.67). OGGCX return over 5 years is better than : 36.17 vs. MSTSX (25.44).
| MSTSX | OGGCX | MSTSX / OGGCX | |
| Total Expense Ratio | 0.82 | 1.50 | 55% |
| Annual Report Gross Expense Ratio | 0.82 | 1.50 | 55% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 12.739 | 9.129 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 6.19B | 5% |
| Annual Yield % from dividends | 1.97 | 1.99 | 99% |
| Returns for 1 year | 9.67 | 14.40 | 67% |
| Returns for 3 years | 31.12 | 26.88 | 116% |
| Returns for 5 years | 25.44 | 36.17 | 70% |
| Returns for 10 years | N/A | 44.64 | - |
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