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OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$80.84
Change-$4.11 (-4.84%)
VolumeN/A
Net Assets10.86B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
OGEAX vs VTSMX Comparison Chart
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OGEAX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. OGEAX (10.9B). VTSMX pays higher dividends than OGEAX: VTSMX (1.25) vs OGEAX (0.90). OGEAX was incepted earlier than VTSMX: OGEAX (33 years) vs VTSMX (33 years). OGEAX (0.65) is less costly to investors than VTSMX (0.14). OGEAX is a more actively managed with annual turnover of: 5.00 vs. VTSMX (2.00). OGEAX has a lower initial minimum investment than VTSMX: OGEAX (1000) vs VTSMX (3000). OGEAX annual gain was more profitable for investors over the last year : 9.81 vs. VTSMX (8.05). OGEAX return over 5 years is better than : 134.63 vs. VTSMX (126.23).
| OGEAX | VTSMX | OGEAX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | -3.368 | -3.986 | 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 | 1.25 | 72% |
| Returns for 1 year | 9.81 | 8.05 | 122% |
| Returns for 3 years | 26.53 | 21.01 | 126% |
| Returns for 5 years | 134.63 | 126.23 | 107% |
| Returns for 10 years | 126.81 | 166.80 | 76% |
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