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MSTSX vs OGGCX
MSTSX vs OGGCX Comparison
Open Charts MSTSX vs OGGCX
Morningstar Global Opportunistic Equity
Price$12.25
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets334.74M
JPMorgan Investor Growth C
Price$25.96
Change+$0.12 (+0.46%)
VolumeN/A
Net Assets6.59B
MSTSX vs OGGCX Comparison Chart in %
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MSTSX vs. OGGCX commentary
Dec 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 MSTSX is a Buy and OGGCX is a Hold.
FUNDAMENTALS
Fundamentals
OGGCX has more cash in the bank: 6.59B vs. MSTSX (335M). MSTSX (1.87) and OGGCX (1.86) have matching dividends . MSTSX was incepted earlier than OGGCX: MSTSX (7 years) vs OGGCX (28 years). OGGCX (1.50) is less costly to investors than MSTSX (0.81). MSTSX is a more actively managed with annual turnover of: 58.00 vs. OGGCX (3.00). MSTSX has a lower initial minimum investment than OGGCX: MSTSX (0) vs OGGCX (500). OGGCX annual gain was more profitable for investors over the last year : 9.54 vs. MSTSX (4.36). OGGCX return over 5 years is better than : 28.72 vs. MSTSX (16.63).
| MSTSX | OGGCX | MSTSX / OGGCX | |
| Total Expense Ratio | 0.81 | 1.50 | 54% |
| Annual Report Gross Expense Ratio | 0.81 | 1.50 | 54% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 16.954 | 14.850 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 6.59B | 5% |
| Annual Yield % from dividends | 1.87 | 1.86 | 101% |
| Returns for 1 year | 4.36 | 9.54 | 46% |
| Returns for 3 years | 31.81 | 32.34 | 98% |
| Returns for 5 years | 16.63 | 28.72 | 58% |
| Returns for 10 years | N/A | 54.42 | - |
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