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MSTSX vs ONGAX
MSTSX vs ONGAX Comparison
Open Charts MSTSX vs ONGAX
Morningstar Global Opportunistic Equity
Price$10.87
Change+$0.07 (+0.65%)
VolumeN/A
Net Assets300.7M
JPMorgan Investor Growth A
Price$25.30
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets5.62B
MSTSX vs ONGAX Comparison Chart
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MSTSX vs. ONGAX 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 ONGAX is a Hold.
FUNDAMENTALS
Fundamentals
ONGAX has more cash in the bank: 5.62B vs. MSTSX (301M). ONGAX pays higher dividends than MSTSX: ONGAX (2.34) vs MSTSX (2.12). MSTSX was incepted earlier than ONGAX: MSTSX (7 years) vs ONGAX (28 years). ONGAX (1.00) is less costly to investors than MSTSX (0.82). MSTSX is a more actively managed with annual turnover of: 60.00 vs. ONGAX (5.00). MSTSX has a lower initial minimum investment than ONGAX: MSTSX (0) vs ONGAX (500). ONGAX annual gain was more profitable for investors over the last year : 6.24 vs. MSTSX (1.74). ONGAX return over 5 years is better than : 48.86 vs. MSTSX (27.24).
| MSTSX | ONGAX | MSTSX / ONGAX | |
| Total Expense Ratio | 0.82 | 0.97 | 85% |
| Annual Report Gross Expense Ratio | 0.82 | 1.00 | 82% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 3.448 | -0.067 | -5,166% |
| Front Load | N/A | 5% | - |
| 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 | 2.34 | 91% |
| Returns for 1 year | 1.74 | 6.24 | 28% |
| Returns for 3 years | 23.46 | 21.83 | 107% |
| Returns for 5 years | 27.24 | 48.86 | 56% |
| Returns for 10 years | N/A | 42.09 | - |
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