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OGEAX vs VTSAX
OGEAX vs VTSAX Comparison
Open Charts OGEAX vs VTSAX
JPMorgan Equity Index A
Price$80.84
Change-$4.11 (-4.84%)
VolumeN/A
Net Assets10.86B
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
OGEAX vs VTSAX Comparison Chart
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OGEAX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. OGEAX (10.9B). 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 : 9.81 vs. VTSAX (8.05). OGEAX return over 5 years is better than : 134.63 vs. VTSAX (126.25).
| 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 | -3.368 | -3.990 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 1.81T | 1% |
| Annual Yield % from dividends | 0.90 | 1.35 | 66% |
| Returns for 1 year | 9.81 | 8.05 | 122% |
| Returns for 3 years | 26.53 | 21.03 | 126% |
| Returns for 5 years | 134.63 | 126.25 | 107% |
| Returns for 10 years | 126.81 | 167.38 | 76% |
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