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OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$95.75
Change+$0.38 (+0.40%)
VolumeN/A
Net Assets11.75B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
OGEAX vs VTSMX Comparison Chart in %
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OGEAX vs. VTSMX commentary
Jul 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 OGEAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OGEAX (11.8B). VTSMX pays higher dividends than OGEAX: VTSMX (1.12) vs OGEAX (0.82). OGEAX was incepted earlier than VTSMX: OGEAX (33 years) vs VTSMX (33 years). OGEAX (0.65) is less costly to investors than VTSMX (0.14). OGEAX is a more actively managed with annual turnover of: 5.00 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 : 19.39 vs. VTSMX (17.75). OGEAX return over 5 years is better than : 104.21 vs. VTSMX (93.51).
| OGEAX | VTSMX | OGEAX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 9.147 | 8.287 | 110% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.91T | 1% |
| Annual Yield % from dividends | 0.82 | 1.12 | 74% |
| Returns for 1 year | 19.39 | 17.75 | 109% |
| Returns for 3 years | 66.96 | 60.60 | 110% |
| Returns for 5 years | 104.21 | 93.51 | 111% |
| Returns for 10 years | 154.40 | 200.97 | 77% |
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