Interact to see
Advertisement
Advertisement
MSTSX vs OGGCX
MSTSX vs OGGCX Comparison
Open Charts MSTSX vs OGGCX
Morningstar Global Opportunistic Equity
Price$11.32
Change+$0.08 (+0.71%)
VolumeN/A
Net Assets321.93M
JPMorgan Investor Growth C
Price$23.48
Change+$0.16 (+0.69%)
VolumeN/A
Net Assets5.86B
MSTSX vs OGGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MSTSX vs. OGGCX commentary
Jun 07, 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 StrongBuy and OGGCX is a Hold.
FUNDAMENTALS
Fundamentals
OGGCX has more cash in the bank: 5.86B vs. MSTSX (322M). 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 : 7.64 vs. MSTSX (4.54). OGGCX return over 5 years is better than : 35.63 vs. MSTSX (19.22).
| 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 | 7.663 | 3.829 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 5.86B | 5% |
| Annual Yield % from dividends | 2.04 | 2.07 | 99% |
| Returns for 1 year | 4.54 | 7.64 | 59% |
| Returns for 3 years | 19.37 | 17.94 | 108% |
| Returns for 5 years | 19.22 | 35.63 | 54% |
| Returns for 10 years | N/A | 36.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement