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OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$99.87
Change+$0.52 (+0.52%)
VolumeN/A
Net Assets12.22B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
OGEAX vs VTSMX Comparison Chart in %
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OGEAX vs. VTSMX commentary
Oct 19, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. OGEAX (12.2B). VTSMX pays higher dividends than OGEAX: VTSMX (1.04) vs OGEAX (0.77). OGEAX was incepted earlier than VTSMX: OGEAX (34 years) vs VTSMX (34 years). OGEAX (0.65) is less costly to investors than VTSMX (0.14). OGEAX is a more actively managed with annual turnover of: 12.00 vs. VTSMX (2.00). OGEAX has a lower initial minimum investment than VTSMX: OGEAX (1000) vs VTSMX (3000). OGEAX annual gain was more profitable for investors over the last year : 15.05 vs. VTSMX (13.79). OGEAX return over 5 years is better than : 96.37 vs. VTSMX (84.86).
| OGEAX | VTSMX | OGEAX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 34 years | 34 years | - |
| Gain YTD | 14.070 | 13.012 | 108% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 2.02T | 1% |
| Annual Yield % from dividends | 0.77 | 1.04 | 74% |
| Returns for 1 year | 15.05 | 13.79 | 109% |
| Returns for 3 years | 84.00 | 76.02 | 111% |
| Returns for 5 years | 96.37 | 84.86 | 114% |
| Returns for 10 years | 174.15 | 225.10 | 77% |
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