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OSGCX vs VSGIX
OSGCX vs VSGIX Comparison
Open Charts OSGCX vs VSGIX
JPMorgan Small Cap Growth C
Price$10.60
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets3.71B
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
OSGCX vs VSGIX Comparison Chart
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OSGCX vs. VSGIX commentary
Jan 19, 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 OSGCX is a Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. OSGCX (3.71B). 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 : 25.00 vs. OSGCX (21.81). VSGIX return over 5 years is better than : 41.97 vs. OSGCX (-12.36).
| 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 | 4.743 | 3.577 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 38.1B | 10% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 21.81 | 25.00 | 87% |
| Returns for 3 years | 0.59 | 16.70 | 4% |
| Returns for 5 years | -12.36 | 41.97 | -29% |
| Returns for 10 years | 5.67 | 139.86 | 4% |
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