Ad is loading...
OSGCX vs VSGIX
OSGCX vs VSGIX Comparison
Open Charts OSGCX vs VSGIX
JPMorgan Small Cap Growth C
Price$8.57
Change+$0.82 (+10.58%)
VolumeN/A
Net Assets2.67B
Vanguard Small Cap Growth Index I
Price$68.40
Change+$6.49 (+10.48%)
VolumeN/A
Net Assets33.7B
OSGCX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OSGCX vs. VSGIX commentary
Apr 11, 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. OSGCX (2.67B). OSGCX pays higher dividends than VSGIX: OSGCX (0.89) vs VSGIX (0.61). OSGCX was incepted earlier than VSGIX: OSGCX (27 years) vs VSGIX (25 years). OSGCX (1.76) is less costly to investors than VSGIX (0.06). OSGCX is a more actively managed with annual turnover of: 43.00 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 : -14.21 vs. OSGCX (-21.18). VSGIX return over 5 years is better than : 36.61 vs. OSGCX (-20.30).
| OSGCX | VSGIX | OSGCX / VSGIX | |
| Total Expense Ratio | 1.74 | 0.06 | 2,900% |
| Annual Report Gross Expense Ratio | 1.76 | 0.06 | 2,933% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -23.419 | -21.432 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 33.7B | 8% |
| Annual Yield % from dividends | 0.89 | 0.61 | 147% |
| Returns for 1 year | -21.18 | -14.21 | 149% |
| Returns for 3 years | -22.05 | -7.65 | 288% |
| Returns for 5 years | -20.30 | 36.61 | -55% |
| Returns for 10 years | -30.69 | 66.84 | -46% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers