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OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$94.88
Change+$1.38 (+1.48%)
VolumeN/A
Net Assets11.56B
Vanguard Total Stock Mkt Idx I
Price$151.12
Change+$2.27 (+1.53%)
VolumeN/A
Net Assets1.91T
OGEAX vs VTSMX Comparison Chart in %
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OGEAX vs. VTSMX commentary
Aug 05, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OGEAX (11.6B). VTSMX pays higher dividends than OGEAX: VTSMX (1.09) vs OGEAX (0.81). 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 : 17.72 vs. VTSMX (16.39). OGEAX return over 5 years is better than : 92.67 vs. VTSMX (81.84).
| 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 | 6.582 | 5.612 | 117% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.91T | 1% |
| Annual Yield % from dividends | 0.81 | 1.09 | 74% |
| Returns for 1 year | 17.72 | 16.39 | 108% |
| Returns for 3 years | 54.17 | 47.63 | 114% |
| Returns for 5 years | 92.67 | 81.84 | 113% |
| Returns for 10 years | 150.10 | 195.44 | 77% |
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