Interact to see
Advertisement
Advertisement
OGEAX vs VTSMX
OGEAX vs VTSMX Comparison
Open Charts OGEAX vs VTSMX
JPMorgan Equity Index A
Price$96.71
Change-$0.26 (-0.27%)
VolumeN/A
Net Assets11.95B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
OGEAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OGEAX vs. VTSMX commentary
Aug 18, 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 (11.9B). VTSMX pays higher dividends than OGEAX: VTSMX (1.09) vs OGEAX (0.81). OGEAX was incepted earlier than VTSMX: OGEAX (34 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 : 17.38 vs. VTSMX (16.21). OGEAX return over 5 years is better than : 96.50 vs. VTSMX (85.82).
| 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 | 33 years | - |
| Gain YTD | 10.242 | 9.266 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.91T | 1% |
| Annual Yield % from dividends | 0.81 | 1.09 | 74% |
| Returns for 1 year | 17.38 | 16.21 | 107% |
| Returns for 3 years | 53.47 | 46.80 | 114% |
| Returns for 5 years | 96.50 | 85.82 | 112% |
| Returns for 10 years | 156.09 | 202.54 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers