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OGGCX vs SWEGX
OGGCX vs SWEGX Comparison
Open Charts OGGCX vs SWEGX
JPMorgan Investor Growth C
Price$23.32
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets5.86B
Schwab MarketTrack All Equity
Price$24.52
Change-$0.06 (-0.24%)
VolumeN/A
Net Assets957.22M
OGGCX vs SWEGX Comparison Chart
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OGGCX vs. SWEGX commentary
Jun 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 OGGCX is a Hold and SWEGX is a Buy.
FUNDAMENTALS
Fundamentals
OGGCX has more cash in the bank: 5.86B vs. SWEGX (957M). OGGCX pays higher dividends than SWEGX: OGGCX (2.07) vs SWEGX (1.72). 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 : 7.82 vs. SWEGX (5.52). SWEGX return over 5 years is better than : 46.00 vs. OGGCX (35.86).
| 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 | 4.007 | 5.584 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 957M | 612% |
| Annual Yield % from dividends | 2.07 | 1.72 | 120% |
| Returns for 1 year | 7.82 | 5.52 | 142% |
| Returns for 3 years | 19.07 | 22.27 | 86% |
| Returns for 5 years | 35.86 | 46.00 | 78% |
| Returns for 10 years | 36.99 | 53.35 | 69% |
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