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OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$101.00
Change-$1.69 (-1.65%)
VolumeN/A
Net Assets12.41B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
OGEAX vs VTSMX Comparison Chart in %
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OGEAX vs. VTSMX commentary
Nov 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. OGEAX (12.4B). VTSMX pays higher dividends than OGEAX: VTSMX (1.02) vs OGEAX (0.75). 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 : 15.45 vs. VTSMX (13.42). OGEAX return over 5 years is better than : 96.02 vs. VTSMX (83.98).
| 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 | 17.291 | 15.972 | 108% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 2.05T | 1% |
| Annual Yield % from dividends | 0.75 | 1.02 | 74% |
| Returns for 1 year | 15.45 | 13.42 | 115% |
| Returns for 3 years | 76.15 | 68.22 | 112% |
| Returns for 5 years | 96.02 | 83.98 | 114% |
| Returns for 10 years | 182.52 | 235.40 | 78% |
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