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OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$90.82
Change-$0.35 (-0.38%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
OGEAX vs VTSMX Comparison Chart
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OGEAX vs. VTSMX commentary
Dec 19, 2024
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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. OGEAX (11.4B). VTSMX pays higher dividends than OGEAX: VTSMX (1.26) vs OGEAX (0.98). OGEAX was incepted earlier than VTSMX: OGEAX (33 years) vs VTSMX (33 years). OGEAX is a more actively managed with annual turnover of: 15.00 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 : 28.86 vs. VTSMX (26.90). OGEAX return over 5 years is better than : 94.81 vs. VTSMX (84.16).
| OGEAX | VTSMX | OGEAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 28.029 | 26.352 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 1.84T | 1% |
| Annual Yield % from dividends | 0.98 | 1.26 | 78% |
| Returns for 1 year | 28.86 | 26.90 | 107% |
| Returns for 3 years | 33.70 | 27.88 | 121% |
| Returns for 5 years | 94.81 | 84.16 | 113% |
| Returns for 10 years | 142.77 | 192.04 | 74% |