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OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$103.51
Change+$2.59 (+2.57%)
VolumeN/A
Net Assets12.95B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
OGEAX vs VTSMX Comparison Chart in %
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OGEAX vs. VTSMX 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 OGEAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. OGEAX (12.9B). VTSMX pays higher dividends than OGEAX: VTSMX (1.00) vs OGEAX (0.72). OGEAX was incepted earlier than VTSMX: OGEAX (34 years) vs VTSMX (34 years). OGEAX (0.64) 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 : 16.19 vs. VTSMX (14.79). OGEAX return over 5 years is better than : 82.94 vs. VTSMX (68.19).
| OGEAX | VTSMX | OGEAX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.64 | 0.14 | 457% |
| Fund Existence | 34 years | 34 years | - |
| Gain YTD | 1.104 | 1.373 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 2.06T | 1% |
| Annual Yield % from dividends | 0.72 | 1.00 | 72% |
| Returns for 1 year | 16.19 | 14.79 | 109% |
| Returns for 3 years | 71.95 | 63.99 | 112% |
| Returns for 5 years | 82.94 | 68.19 | 122% |
| Returns for 10 years | 263.88 | 270.18 | 98% |
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