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OGGFX vs VSGIX
OGGFX vs VSGIX Comparison
Open Charts OGGFX vs VSGIX
JPMorgan Small Cap Growth I
Price$21.16
Change+$0.19 (+0.91%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$80.51
Change+$0.77 (+0.97%)
VolumeN/A
CapitalizationN/A
OGGFX vs VSGIX Comparison Chart
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OGGFX vs. VSGIX commentary
Dec 26, 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 OGGFX is a Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. OGGFX (3.61B). VSGIX pays higher dividends than OGGFX: VSGIX (0.67) vs OGGFX (0.00). OGGFX was incepted earlier than VSGIX: OGGFX (29 years) vs VSGIX (25 years). OGGFX is a more actively managed with annual turnover of: 33.00 vs. VSGIX (19.00). OGGFX has a lower initial minimum investment than VSGIX: OGGFX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 18.39 vs. OGGFX (14.52). VSGIX return over 5 years is better than : 44.30 vs. OGGFX (8.26).
| OGGFX | VSGIX | OGGFX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 14.519 | 18.638 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 40.7B | 9% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 14.52 | 18.39 | 79% |
| Returns for 3 years | -12.37 | 2.38 | -520% |
| Returns for 5 years | 8.26 | 44.30 | 19% |
| Returns for 10 years | 49.34 | 130.83 | 38% |
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