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MSTSX vs OGGCX
MSTSX vs OGGCX Comparison
Open Charts MSTSX vs OGGCX
Morningstar Global Opportunistic Equity
Price$11.70
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets332.95M
JPMorgan Investor Growth C
Price$24.31
Change+$0.13 (+0.54%)
VolumeN/A
Net Assets6.09B
MSTSX vs OGGCX Comparison Chart in %
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MSTSX vs. OGGCX commentary
Jul 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 Hold and OGGCX is a Hold.
FUNDAMENTALS
Fundamentals
OGGCX has more cash in the bank: 6.09B vs. MSTSX (333M). OGGCX (2.01) and MSTSX (1.96) 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 : 8.59 vs. MSTSX (5.29). OGGCX return over 5 years is better than : 38.80 vs. MSTSX (26.50).
| 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 | 11.590 | 7.703 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 333M | 6.09B | 5% |
| Annual Yield % from dividends | 1.96 | 2.01 | 97% |
| Returns for 1 year | 5.29 | 8.59 | 62% |
| Returns for 3 years | 34.80 | 32.81 | 106% |
| Returns for 5 years | 26.50 | 38.80 | 68% |
| Returns for 10 years | N/A | 40.10 | - |
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