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OGEAX vs VSMPX
OGEAX vs VSMPX Comparison
Open Charts OGEAX vs VSMPX
JPMorgan Equity Index A
Price$80.84
Change-$4.11 (-4.84%)
VolumeN/A
Net Assets10.86B
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
OGEAX vs VSMPX Comparison Chart
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OGEAX vs. VSMPX commentary
Apr 04, 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 OGEAX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. OGEAX (10.9B). VSMPX pays higher dividends than OGEAX: VSMPX (1.37) vs OGEAX (0.90). OGEAX was incepted earlier than VSMPX: OGEAX (33 years) vs VSMPX (10 years). OGEAX (0.65) is less costly to investors than VSMPX (0.02). OGEAX is a more actively managed with annual turnover of: 5.00 vs. VSMPX (2.00). OGEAX has a lower initial minimum investment than VSMPX: OGEAX (1000) vs VSMPX (100000000). OGEAX annual gain was more profitable for investors over the last year : 9.81 vs. VSMPX (8.06). OGEAX return over 5 years is better than : 134.63 vs. VSMPX (126.31).
| OGEAX | VSMPX | OGEAX / VSMPX | |
| Total Expense Ratio | 0.45 | 0.02 | 2,250% |
| Annual Report Gross Expense Ratio | 0.65 | 0.02 | 3,250% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | -3.368 | -3.987 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 1.81T | 1% |
| Annual Yield % from dividends | 0.90 | 1.37 | 66% |
| Returns for 1 year | 9.81 | 8.06 | 122% |
| Returns for 3 years | 26.53 | 21.05 | 126% |
| Returns for 5 years | 134.63 | 126.31 | 107% |
| Returns for 10 years | 126.81 | N/A | - |
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