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OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$94.09
Change+$0.79 (+0.85%)
VolumeN/A
Net Assets11.55B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OGEAX vs VTSMX Comparison Chart in %
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OGEAX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. OGEAX (11.6B). VTSMX pays higher dividends than OGEAX: VTSMX (1.12) vs OGEAX (0.82). 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 (14.45) and VTSMX (13.89) have marching annual gain over last year. OGEAX return over 5 years is better than : 106.27 vs. VTSMX (95.59).
| 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 | 7.255 | 6.421 | 113% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.82T | 1% |
| Annual Yield % from dividends | 0.82 | 1.12 | 74% |
| Returns for 1 year | 14.45 | 13.89 | 104% |
| Returns for 3 years | 68.27 | 62.08 | 110% |
| Returns for 5 years | 106.27 | 95.59 | 111% |
| Returns for 10 years | 153.14 | 198.05 | 77% |
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