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OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$99.17
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets12.25B
Vanguard Total Stock Mkt Idx I
Price$158.36
Change-$0.18 (-0.11%)
VolumeN/A
Net Assets1.95T
OGEAX vs VTSMX Comparison Chart in %
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OGEAX vs. VTSMX commentary
Sep 17, 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: 1.95T vs. OGEAX (12.3B). VTSMX pays higher dividends than OGEAX: VTSMX (1.07) vs OGEAX (0.79). 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 : 18.45 vs. VTSMX (17.42). OGEAX return over 5 years is better than : 102.41 vs. VTSMX (91.58).
| 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 | 13.183 | 12.487 | 106% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 1.95T | 1% |
| Annual Yield % from dividends | 0.79 | 1.07 | 74% |
| Returns for 1 year | 18.45 | 17.42 | 106% |
| Returns for 3 years | 74.89 | 67.85 | 110% |
| Returns for 5 years | 102.41 | 91.58 | 112% |
| Returns for 10 years | 181.18 | 231.82 | 78% |
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