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OGGFX vs VSGAX
OGGFX vs VSGAX Comparison
Open Charts OGGFX vs VSGAX
JPMorgan Small Cap Growth I
Price$16.88
Change-$0.80 (-4.52%)
VolumeN/A
Net Assets2.95B
Vanguard Small Cap Growth Index Admiral
Price$81.77
Change-$3.64 (-4.26%)
VolumeN/A
Net Assets33.7B
OGGFX vs VSGAX Comparison Chart
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OGGFX vs. VSGAX commentary
Apr 11, 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 OGGFX is a Buy and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. OGGFX (2.95B). OGGFX pays higher dividends than VSGAX: OGGFX (0.81) vs VSGAX (0.60). OGGFX was incepted earlier than VSGAX: OGGFX (29 years) vs VSGAX (14 years). OGGFX (1.00) is less costly to investors than VSGAX (0.07). OGGFX is a more actively managed with annual turnover of: 43.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than OGGFX: VSGAX (3000) vs OGGFX (1000000). VSGAX annual gain was more profitable for investors over the last year : -3.39 vs. OGGFX (-10.34). VSGAX return over 5 years is better than : 50.91 vs. OGGFX (8.04).
| OGGFX | VSGAX | OGGFX / VSGAX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.00 | 0.07 | 1,429% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | -15.122 | -13.193 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95B | 33.7B | 9% |
| Annual Yield % from dividends | 0.81 | 0.60 | 137% |
| Returns for 1 year | -10.34 | -3.39 | 305% |
| Returns for 3 years | -10.65 | 2.86 | -373% |
| Returns for 5 years | 8.04 | 50.91 | 16% |
| Returns for 10 years | 17.09 | 84.62 | 20% |
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