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OGGFX vs VSGIX
OGGFX vs VSGIX Comparison
Open Charts OGGFX vs VSGIX
JPMorgan Small Cap Growth I
Price$19.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.17B
Vanguard Small Cap Growth Index I
Price$75.74
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets34.95B
OGGFX vs VSGIX Comparison Chart
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OGGFX vs. VSGIX 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 OGGFX is a StrongBuy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. OGGFX (3.17B). OGGFX pays higher dividends than VSGIX: OGGFX (0.78) vs VSGIX (0.58). OGGFX was incepted earlier than VSGIX: OGGFX (29 years) vs VSGIX (25 years). OGGFX (1.00) is less costly to investors than VSGIX (0.06). OGGFX is a more actively managed with annual turnover of: 43.00 vs. VSGIX (21.00). 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 : 7.83 vs. OGGFX (0.51). VSGIX return over 5 years is better than : 34.29 vs. OGGFX (-5.62).
| OGGFX | VSGIX | OGGFX / VSGIX | |
| Total Expense Ratio | 0.99 | 0.06 | 1,650% |
| Annual Report Gross Expense Ratio | 1.00 | 0.06 | 1,667% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -6.001 | -3.715 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 35B | 9% |
| Annual Yield % from dividends | 0.78 | 0.58 | 135% |
| Returns for 1 year | 0.51 | 7.83 | 7% |
| Returns for 3 years | 11.54 | 24.92 | 46% |
| Returns for 5 years | -5.62 | 34.29 | -16% |
| Returns for 10 years | 28.40 | 105.32 | 27% |
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