Ad is loading...
OGEAX vs VTSAX
OGEAX vs VTSAX Comparison
Open Charts OGEAX vs VTSAX
JPMorgan Equity Index A
Price$90.14
Change-$1.57 (-1.71%)
VolumeN/A
Net Assets10.98B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
OGEAX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OGEAX vs. VTSAX commentary
Feb 23, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. OGEAX (11B). VTSAX pays higher dividends than OGEAX: VTSAX (1.35) vs OGEAX (0.98). OGEAX was incepted earlier than VTSAX: OGEAX (33 years) vs VTSAX (24 years). OGEAX is a more actively managed with annual turnover of: 15.00 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 : 19.28 vs. VTSAX (17.60). OGEAX return over 5 years is better than : 85.73 vs. VTSAX (74.84).
| OGEAX | VTSAX | OGEAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 2.350 | 2.127 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 1.84T | 1% |
| Annual Yield % from dividends | 0.98 | 1.35 | 73% |
| Returns for 1 year | 19.28 | 17.60 | 110% |
| Returns for 3 years | 42.57 | 36.79 | 116% |
| Returns for 5 years | 85.73 | 74.84 | 115% |
| Returns for 10 years | 135.79 | 180.79 | 75% |
View a ticker or compare two or three
VS
VS
Ad is loading...