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ONGAX vs SWEGX
ONGAX vs SWEGX Comparison
Open Charts ONGAX vs SWEGX
JPMorgan Investor Growth A
Price$26.46
Change+$0.18 (+0.68%)
VolumeN/A
Net Assets5.86B
Schwab MarketTrack All Equity
Price$24.72
Change+$0.20 (+0.82%)
VolumeN/A
Net Assets957.22M
ONGAX vs SWEGX Comparison Chart
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ONGAX 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 ONGAX is a Hold and SWEGX is a Buy.
FUNDAMENTALS
Fundamentals
ONGAX has more cash in the bank: 5.86B vs. SWEGX (957M). ONGAX pays higher dividends than SWEGX: ONGAX (2.23) vs SWEGX (1.72). ONGAX was incepted earlier than SWEGX: ONGAX (29 years) vs SWEGX (27 years). ONGAX (1.00) is less costly to investors than SWEGX (0.50). SWEGX is a more actively managed with annual turnover of: 17.00 vs. ONGAX (5.00). SWEGX has a lower initial minimum investment than ONGAX: SWEGX (0) vs ONGAX (500). ONGAX annual gain was more profitable for investors over the last year : 8.34 vs. SWEGX (5.26). SWEGX return over 5 years is better than : 45.65 vs. ONGAX (41.49).
| ONGAX | SWEGX | ONGAX / SWEGX | |
| Total Expense Ratio | 0.97 | 0.50 | 194% |
| Annual Report Gross Expense Ratio | 1.00 | 0.50 | 200% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | 4.092 | 5.326 | 77% |
| Front Load | 5% | 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 | 2.23 | 1.72 | 129% |
| Returns for 1 year | 8.34 | 5.26 | 159% |
| Returns for 3 years | 20.78 | 20.93 | 99% |
| Returns for 5 years | 41.49 | 45.65 | 91% |
| Returns for 10 years | 49.33 | 53.23 | 93% |
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