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MSTSX vs OGGCX
MSTSX vs OGGCX Comparison
Open Charts MSTSX vs OGGCX
Morningstar Global Opportunistic Equity
Price$12.20
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets338.71M
JPMorgan Investor Growth C
Price$25.40
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets6.43B
MSTSX vs OGGCX Comparison Chart in %
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MSTSX vs. OGGCX commentary
Sep 18, 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: 6.43B vs. MSTSX (339M). OGGCX (1.95) and MSTSX (1.90) 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: 58.00 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 : 12.91 vs. MSTSX (7.70). OGGCX return over 5 years is better than : 41.47 vs. MSTSX (29.92).
| 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 | 16.762 | 13.316 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 6.43B | 5% |
| Annual Yield % from dividends | 1.90 | 1.95 | 98% |
| Returns for 1 year | 7.70 | 12.91 | 60% |
| Returns for 3 years | 42.46 | 38.41 | 111% |
| Returns for 5 years | 29.92 | 41.47 | 72% |
| Returns for 10 years | N/A | 58.53 | - |
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