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OGFAX vs VTSMX
OGFAX vs VTSMX Comparison
Open Charts OGFAX vs VTSMX
JPMorgan Equity Index R6
Price$97.20
Change+$0.04 (+0.04%)
VolumeN/A
Net Assets11.98B
Vanguard Total Stock Mkt Idx I
Price$154.41
Change-$0.16 (-0.10%)
VolumeN/A
Net Assets1.91T
OGFAX vs VTSMX Comparison Chart in %
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OGFAX vs. VTSMX commentary
Aug 15, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OGFAX (12B). OGFAX pays higher dividends than VTSMX: OGFAX (1.17) vs VTSMX (1.09). 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 : 20.08 vs. VTSMX (18.62). OGFAX return over 5 years is better than : 100.12 vs. VTSMX (86.51).
| 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 | 10.772 | 9.671 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.91T | 1% |
| Annual Yield % from dividends | 1.17 | 1.09 | 107% |
| Returns for 1 year | 20.08 | 18.62 | 108% |
| Returns for 3 years | 55.68 | 47.59 | 117% |
| Returns for 5 years | 100.12 | 86.51 | 116% |
| Returns for 10 years | N/A | 202.68 | - |
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