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MSTSX vs OGGCX
MSTSX vs OGGCX Comparison
Open Charts MSTSX vs OGGCX
Morningstar Global Opportunistic Equity
Price$11.30
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets335.3M
JPMorgan Investor Growth C
Price$25.82
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets6.66B
MSTSX vs OGGCX Comparison Chart in %
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MSTSX vs. OGGCX commentary
Dec 27, 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: 6.66B vs. MSTSX (335M). MSTSX (1.87) and OGGCX (1.86) have matching dividends . MSTSX was incepted earlier than OGGCX: MSTSX (7 years) vs OGGCX (29 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 : 13.01 vs. MSTSX (6.94). OGGCX return over 5 years is better than : 34.66 vs. MSTSX (7.94).
| 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 | 29 years | - |
| Gain YTD | 8.238 | 14.984 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 6.66B | 5% |
| Annual Yield % from dividends | 1.87 | 1.86 | 101% |
| Returns for 1 year | 6.94 | 13.01 | 53% |
| Returns for 3 years | 28.62 | 49.26 | 58% |
| Returns for 5 years | 7.94 | 34.66 | 23% |
| Returns for 10 years | N/A | 65.74 | - |
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