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MSTSX vs OGGCX
MSTSX vs OGGCX Comparison
Open Charts MSTSX vs OGGCX
Morningstar Global Opportunistic Equity
Price$11.19
Change-$1.06 (-8.65%)
VolumeN/A
Net Assets395.01M
JPMorgan Investor Growth C
Price$25.77
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets6.74B
MSTSX vs OGGCX Comparison Chart in %
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MSTSX vs. OGGCX commentary
Feb 04, 2026
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: 6.74B vs. MSTSX (395M). MSTSX pays higher dividends than OGGCX: MSTSX (2.18) vs OGGCX (1.55). MSTSX was incepted earlier than OGGCX: MSTSX (7 years) vs OGGCX (29 years). OGGCX (1.48) 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 : 14.09 vs. MSTSX (7.78). OGGCX return over 5 years is better than : 30.20 vs. MSTSX (7.53).
| MSTSX | OGGCX | MSTSX / OGGCX | |
| Total Expense Ratio | 0.81 | 1.48 | 55% |
| Annual Report Gross Expense Ratio | 0.81 | 1.48 | 55% |
| Fund Existence | 7 years | 29 years | - |
| Gain YTD | 2.732 | 2.384 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 6.74B | 6% |
| Annual Yield % from dividends | 2.18 | 1.55 | 141% |
| Returns for 1 year | 7.78 | 14.09 | 55% |
| Returns for 3 years | 21.59 | 42.17 | 51% |
| Returns for 5 years | 7.53 | 30.20 | 25% |
| Returns for 10 years | N/A | 88.13 | - |
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