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OGEAX vs VTSAX
OGEAX vs VTSAX Comparison
Open Charts OGEAX vs VTSAX
JPMorgan Equity Index A
Price$82.20
Change+$1.64 (+2.04%)
VolumeN/A
Net Assets10.14B
Vanguard Total Stock Mkt Idx Adm
Price$131.81
Change+$0.88 (+0.67%)
VolumeN/A
Net Assets1.7T
OGEAX vs VTSAX Comparison Chart
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OGEAX vs. VTSAX commentary
Apr 26, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. OGEAX (10.1B). VTSAX pays higher dividends than OGEAX: VTSAX (1.35) vs OGEAX (0.90). OGEAX was incepted earlier than VTSAX: OGEAX (33 years) vs VTSAX (24 years). OGEAX (0.65) is less costly to investors than VTSAX (0.04). OGEAX is a more actively managed with annual turnover of: 5.00 vs. VTSAX (2.00). OGEAX has a lower initial minimum investment than VTSAX: OGEAX (1000) vs VTSAX (3000). OGEAX annual gain was more profitable for investors over the last year : 6.97 vs. VTSAX (5.27). OGEAX return over 5 years is better than : 95.03 vs. VTSAX (86.80).
| OGEAX | VTSAX | OGEAX / VTSAX | |
| Total Expense Ratio | 0.45 | 0.04 | 1,125% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | -8.362 | -9.019 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 1.7T | 1% |
| Annual Yield % from dividends | 0.90 | 1.35 | 66% |
| Returns for 1 year | 6.97 | 5.27 | 132% |
| Returns for 3 years | 27.95 | 22.59 | 124% |
| Returns for 5 years | 95.03 | 86.80 | 109% |
| Returns for 10 years | 112.12 | 150.71 | 74% |
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