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OGEAX vs VSMPX
OGEAX vs VSMPX Comparison
Open Charts OGEAX vs VSMPX
JPMorgan Equity Index A
Price$89.82
Change+$0.88 (+0.99%)
VolumeN/A
Net Assets10.86B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
OGEAX vs VSMPX Comparison Chart
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OGEAX vs. VSMPX commentary
Jan 19, 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: 1.78T vs. OGEAX (10.9B). VSMPX pays higher dividends than OGEAX: VSMPX (1.36) vs OGEAX (0.98). OGEAX was incepted earlier than VSMPX: OGEAX (33 years) vs VSMPX (10 years). OGEAX is a more actively managed with annual turnover of: 15.00 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 : 26.59 vs. VSMPX (25.27). OGEAX return over 5 years is better than : 85.77 vs. VSMPX (76.14).
| OGEAX | VSMPX | OGEAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 1.987 | 2.245 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 1.78T | 1% |
| Annual Yield % from dividends | 0.98 | 1.36 | 72% |
| Returns for 1 year | 26.59 | 25.27 | 105% |
| Returns for 3 years | 33.74 | 29.00 | 116% |
| Returns for 5 years | 85.77 | 76.14 | 113% |
| Returns for 10 years | 146.26 | N/A | - |