Ad is loading...
OGFAX vs VTSMX
OGFAX vs VTSMX Comparison
Open Charts OGFAX vs VTSMX
JPMorgan Equity Index R6
Price$90.07
Change+$0.35 (+0.39%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.33
Change+$0.64 (+0.45%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
OGFAX vs VTSMX Comparison Chart
Loading...
OGFAX vs. VTSMX commentary
Nov 10, 2024
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: 1.73T vs. OGFAX (11.4B). OGFAX pays higher dividends than VTSMX: OGFAX (1.33) vs VTSMX (1.26). OGFAX was incepted earlier than VTSMX: OGFAX (8 years) vs VTSMX (33 years). OGFAX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than OGFAX: VTSMX (3000) vs OGFAX (15000000). OGFAX (39.84) and VTSMX (38.56) have marching annual gain over last year. OGFAX return over 5 years is better than : 103.05 vs. VTSMX (89.45).
| OGFAX | VTSMX | OGFAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 27.127 | 25.061 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 1.73T | 1% |
| Annual Yield % from dividends | 1.33 | 1.26 | 105% |
| Returns for 1 year | 39.84 | 38.56 | 103% |
| Returns for 3 years | 29.97 | 22.86 | 131% |
| Returns for 5 years | 103.05 | 89.45 | 115% |
| Returns for 10 years | N/A | 193.85 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers