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OGEAX vs VTSAX
OGEAX vs VTSAX Comparison
Open Charts OGEAX vs VTSAX
JPMorgan Equity Index A
Price$89.71
Change-$1.01 (-1.11%)
VolumeN/A
Net Assets11.29B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
OGEAX vs VTSAX Comparison Chart
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OGEAX vs. VTSAX commentary
Jun 14, 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 OGEAX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. OGEAX (11.3B). VTSAX pays higher dividends than OGEAX: VTSAX (1.28) vs OGEAX (0.85). OGEAX was incepted earlier than VTSAX: OGEAX (33 years) vs VTSAX (25 years). OGEAX (0.65) is less costly to investors than VTSAX (0.04). OGEAX is a more actively managed with annual turnover of: 5.00 vs. VTSAX (2.00). OGEAX has a lower initial minimum investment than VTSAX: OGEAX (1000) vs VTSAX (3000). OGEAX annual gain was more profitable for investors over the last year : 11.01 vs. VTSAX (10.07). OGEAX return over 5 years is better than : 102.06 vs. VTSAX (91.40).
| OGEAX | VTSAX | OGEAX / VTSAX | |
| Total Expense Ratio | 0.45 | 0.04 | 1,125% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 2.046 | 1.365 | 150% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.82T | 1% |
| Annual Yield % from dividends | 0.85 | 1.28 | 66% |
| Returns for 1 year | 11.01 | 10.07 | 109% |
| Returns for 3 years | 63.49 | 57.61 | 110% |
| Returns for 5 years | 102.06 | 91.40 | 112% |
| Returns for 10 years | 136.94 | 179.53 | 76% |
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