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OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$96.99
Change+$0.41 (+0.42%)
VolumeN/A
Net Assets11.92B
Vanguard Total Stock Mkt Idx I
Price$154.78
Change+$0.69 (+0.45%)
VolumeN/A
Net Assets1.91T
OGEAX vs VTSMX Comparison Chart in %
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OGEAX vs. VTSMX commentary
Aug 28, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OGEAX (11.9B). VTSMX pays higher dividends than OGEAX: VTSMX (1.09) vs OGEAX (0.81). OGEAX was incepted earlier than VTSMX: OGEAX (34 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 : 16.16 vs. VTSMX (14.48). OGEAX return over 5 years is better than : 90.64 vs. VTSMX (80.15).
| OGEAX | VTSMX | OGEAX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | 10.561 | 9.330 | 113% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.91T | 1% |
| Annual Yield % from dividends | 0.81 | 1.09 | 74% |
| Returns for 1 year | 16.16 | 14.48 | 112% |
| Returns for 3 years | 63.23 | 55.88 | 113% |
| Returns for 5 years | 90.64 | 80.15 | 113% |
| Returns for 10 years | 170.66 | 218.65 | 78% |
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