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OGEAX vs VSTSX
OGEAX vs VSTSX Comparison
Open Charts OGEAX vs VSTSX
JPMorgan Equity Index A
Price$89.82
Change+$0.88 (+0.99%)
VolumeN/A
Net Assets10.97B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
OGEAX vs VSTSX Comparison Chart
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OGEAX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. OGEAX (11B). VSTSX pays higher dividends than OGEAX: VSTSX (1.36) vs OGEAX (0.98). OGEAX was incepted earlier than VSTSX: OGEAX (33 years) vs VSTSX (9 years). OGEAX is a more actively managed with annual turnover of: 15.00 vs. VSTSX (2.00). OGEAX has a lower initial minimum investment than VSTSX: OGEAX (1000) vs VSTSX (5000000000). OGEAX annual gain was more profitable for investors over the last year : 26.59 vs. VSTSX (25.28). OGEAX return over 5 years is better than : 85.77 vs. VSTSX (76.20).
| OGEAX | VSTSX | OGEAX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 1.987 | 2.247 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 1.78T | 1% |
| Annual Yield % from dividends | 0.98 | 1.36 | 72% |
| Returns for 1 year | 26.59 | 25.28 | 105% |
| Returns for 3 years | 33.74 | 29.03 | 116% |
| Returns for 5 years | 85.77 | 76.20 | 113% |
| Returns for 10 years | 146.26 | N/A | - |