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OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$89.71
Change-$1.01 (-1.11%)
VolumeN/A
Net Assets11.29B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
OGEAX vs VTSMX Comparison Chart
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OGEAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. OGEAX (11.3B). VTSMX pays higher dividends than OGEAX: VTSMX (1.18) vs OGEAX (0.85). 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 : 11.01 vs. VTSMX (10.06). OGEAX return over 5 years is better than : 102.06 vs. VTSMX (91.36).
| 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 | 2.046 | 1.349 | 152% |
| 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 | 1.18 | 72% |
| Returns for 1 year | 11.01 | 10.06 | 109% |
| Returns for 3 years | 63.49 | 57.59 | 110% |
| Returns for 5 years | 102.06 | 91.36 | 112% |
| Returns for 10 years | 136.94 | 178.92 | 77% |
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