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MSTSX vs OGGCX
MSTSX vs OGGCX Comparison
Open Charts MSTSX vs OGGCX
Morningstar Global Opportunistic Equity
Price$12.28
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets342.11M
JPMorgan Investor Growth C
Price$25.69
Change-$0.15 (-0.58%)
VolumeN/A
Net Assets6.54B
MSTSX vs OGGCX Comparison Chart in %
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MSTSX vs. OGGCX commentary
Oct 08, 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: 6.54B vs. MSTSX (342M). OGGCX (1.88) and MSTSX (1.87) 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 : 13.68 vs. MSTSX (6.44). OGGCX return over 5 years is better than : 39.23 vs. MSTSX (30.74).
| 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 | 18.295 | 15.117 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 6.54B | 5% |
| Annual Yield % from dividends | 1.87 | 1.88 | 100% |
| Returns for 1 year | 6.44 | 13.68 | 47% |
| Returns for 3 years | 52.87 | 48.18 | 110% |
| Returns for 5 years | 30.74 | 39.23 | 78% |
| Returns for 10 years | N/A | 58.50 | - |
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