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MSTSX vs OGGCX
MSTSX vs OGGCX Comparison
Open Charts MSTSX vs OGGCX
Morningstar Global Opportunistic Equity
Price$11.60
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets331.72M
JPMorgan Investor Growth C
Price$24.03
Change+$0.12 (+0.50%)
VolumeN/A
Net Assets6.02B
MSTSX vs OGGCX Comparison Chart in %
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MSTSX vs. OGGCX commentary
Jun 28, 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 Hold and OGGCX is a Hold.
FUNDAMENTALS
Fundamentals
OGGCX has more cash in the bank: 6.02B vs. MSTSX (332M). OGGCX (2.07) and MSTSX (2.04) 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 : 9.57 vs. MSTSX (8.49). OGGCX return over 5 years is better than : 45.72 vs. MSTSX (30.69).
| 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 | 10.824 | 6.456 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 6.02B | 6% |
| Annual Yield % from dividends | 2.04 | 2.07 | 99% |
| Returns for 1 year | 8.49 | 9.57 | 89% |
| Returns for 3 years | 30.70 | 30.44 | 101% |
| Returns for 5 years | 30.69 | 45.72 | 67% |
| Returns for 10 years | N/A | 41.10 | - |
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