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ONGAX vs SWEGX
ONGAX vs SWEGX Comparison
Open Charts ONGAX vs SWEGX
JPMorgan Investor Growth A
Price$27.40
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets6.09B
Schwab MarketTrack All Equity
Price$25.72
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets997.82M
ONGAX vs SWEGX Comparison Chart in %
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ONGAX vs. SWEGX commentary
Jul 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ONGAX has more cash in the bank: 6.09B vs. SWEGX (998M). ONGAX pays higher dividends than SWEGX: ONGAX (2.16) vs SWEGX (1.66). 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 : 10.79 vs. SWEGX (8.34). SWEGX return over 5 years is better than : 57.31 vs. ONGAX (49.06).
| 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 | 8.118 | 9.923 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 998M | 610% |
| Annual Yield % from dividends | 2.16 | 1.66 | 131% |
| Returns for 1 year | 10.79 | 8.34 | 129% |
| Returns for 3 years | 35.79 | 38.24 | 94% |
| Returns for 5 years | 49.06 | 57.31 | 86% |
| Returns for 10 years | 56.34 | 61.57 | 92% |
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