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OGGCX vs SWEGX
OGGCX vs SWEGX Comparison
Open Charts OGGCX vs SWEGX
JPMorgan Investor Growth C
Price$24.32
Change+$0.11 (+0.45%)
VolumeN/A
Net Assets6.09B
Schwab MarketTrack All Equity
Price$25.72
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets997.82M
OGGCX vs SWEGX Comparison Chart in %
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OGGCX vs. SWEGX commentary
Jul 05, 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 OGGCX is a Hold and SWEGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OGGCX has more cash in the bank: 6.09B vs. SWEGX (998M). OGGCX pays higher dividends than SWEGX: OGGCX (2.01) vs SWEGX (1.66). OGGCX was incepted earlier than SWEGX: OGGCX (28 years) vs SWEGX (27 years). OGGCX (1.50) is less costly to investors than SWEGX (0.50). SWEGX is a more actively managed with annual turnover of: 17.00 vs. OGGCX (5.00). SWEGX has a lower initial minimum investment than OGGCX: SWEGX (0) vs OGGCX (500). OGGCX annual gain was more profitable for investors over the last year : 10.13 vs. SWEGX (8.34). SWEGX return over 5 years is better than : 57.31 vs. OGGCX (43.04).
| OGGCX | SWEGX | OGGCX / SWEGX | |
| Total Expense Ratio | 1.50 | 0.50 | 300% |
| Annual Report Gross Expense Ratio | 1.50 | 0.50 | 300% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 7.837 | 9.923 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 998M | 610% |
| Annual Yield % from dividends | 2.01 | 1.66 | 121% |
| Returns for 1 year | 10.13 | 8.34 | 121% |
| Returns for 3 years | 32.49 | 38.24 | 85% |
| Returns for 5 years | 43.04 | 57.31 | 75% |
| Returns for 10 years | 43.23 | 61.57 | 70% |
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