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OSGCX vs VSGIX
OSGCX vs VSGIX Comparison
Open Charts OSGCX vs VSGIX
JPMorgan Small Cap Growth C
Price$10.37
Change-$0.22 (-2.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$78.95
Change-$1.26 (-1.57%)
VolumeN/A
CapitalizationN/A
OSGCX vs VSGIX Comparison Chart
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OSGCX vs. VSGIX commentary
Nov 18, 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 OSGCX is a Buy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. OSGCX (3.69B). VSGIX pays higher dividends than OSGCX: VSGIX (0.67) vs OSGCX (0.00). OSGCX was incepted earlier than VSGIX: OSGCX (27 years) vs VSGIX (25 years). OSGCX is a more actively managed with annual turnover of: 33.00 vs. VSGIX (19.00). OSGCX has a lower initial minimum investment than VSGIX: OSGCX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 32.38 vs. OSGCX (30.60). VSGIX return over 5 years is better than : 47.68 vs. OSGCX (-14.86).
| OSGCX | VSGIX | OSGCX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 13.706 | 16.261 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 35.8B | 10% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 30.60 | 32.38 | 95% |
| Returns for 3 years | -38.82 | -6.64 | 585% |
| Returns for 5 years | -14.86 | 47.68 | -31% |
| Returns for 10 years | -8.31 | 131.66 | -6% |