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OGFAX vs VTSMX
OGFAX vs VTSMX Comparison
Open Charts OGFAX vs VTSMX
JPMorgan Equity Index R6
Price$97.80
Change+$0.81 (+0.84%)
VolumeN/A
Net Assets12.04B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
OGFAX vs VTSMX Comparison Chart in %
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OGFAX vs. VTSMX commentary
Sep 06, 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 OGFAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. OGFAX (12B). OGFAX pays higher dividends than VTSMX: OGFAX (1.15) vs VTSMX (1.07). OGFAX was incepted earlier than VTSMX: OGFAX (9 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than OGFAX (0.12). OGFAX is a more actively managed with annual turnover of: 5.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than OGFAX: VTSMX (3000) vs OGFAX (15000000). OGFAX annual gain was more profitable for investors over the last year : 19.67 vs. VTSMX (18.26). OGFAX return over 5 years is better than : 98.06 vs. VTSMX (85.31).
| OGFAX | VTSMX | OGFAX / VTSMX | |
| Total Expense Ratio | 0.04 | 0.14 | 32% |
| Annual Report Gross Expense Ratio | 0.12 | 0.14 | 86% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 11.501 | 10.550 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.95T | 1% |
| Annual Yield % from dividends | 1.15 | 1.07 | 108% |
| Returns for 1 year | 19.67 | 18.26 | 108% |
| Returns for 3 years | 72.10 | 63.95 | 113% |
| Returns for 5 years | 98.06 | 85.31 | 115% |
| Returns for 10 years | N/A | 224.80 | - |
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