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MSTSX vs OGGCX
MSTSX vs OGGCX Comparison
Open Charts MSTSX vs OGGCX
Morningstar Global Opportunistic Equity
Price$10.87
Change+$0.07 (+0.65%)
VolumeN/A
Net Assets300.7M
JPMorgan Investor Growth C
Price$22.46
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets5.62B
MSTSX vs OGGCX Comparison Chart
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MSTSX vs. OGGCX commentary
May 09, 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: 5.62B vs. MSTSX (301M). OGGCX (2.17) and MSTSX (2.12) 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 : 5.54 vs. MSTSX (1.74). OGGCX return over 5 years is better than : 42.73 vs. MSTSX (27.24).
| 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 | 3.448 | -0.312 | -1,106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 5.62B | 5% |
| Annual Yield % from dividends | 2.12 | 2.17 | 98% |
| Returns for 1 year | 1.74 | 5.54 | 31% |
| Returns for 3 years | 23.46 | 18.88 | 124% |
| Returns for 5 years | 27.24 | 42.73 | 64% |
| Returns for 10 years | N/A | 30.28 | - |
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