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OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$90.14
Change-$1.57 (-1.71%)
VolumeN/A
Net Assets10.98B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
OGEAX vs VTSMX Comparison Chart
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OGEAX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. OGEAX (11B). 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 : 19.28 vs. VTSMX (17.60). OGEAX return over 5 years is better than : 85.73 vs. VTSMX (74.84).
| 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 | 2.350 | 2.121 | 111% |
| 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 | 1.26 | 78% |
| Returns for 1 year | 19.28 | 17.60 | 110% |
| Returns for 3 years | 42.57 | 36.78 | 116% |
| Returns for 5 years | 85.73 | 74.84 | 115% |
| Returns for 10 years | 135.79 | 180.15 | 75% |
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