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OGFAX vs VSMPX
OGFAX vs VSMPX Comparison
Open Charts OGFAX vs VSMPX
JPMorgan Equity Index R6
Price$100.07
Change+$0.52 (+0.52%)
VolumeN/A
Net Assets12.22B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
OGFAX vs VSMPX Comparison Chart in %
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OGFAX vs. VSMPX commentary
Oct 19, 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 OGFAX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. OGFAX (12.2B). VSMPX (1.15) and OGFAX (1.13) have matching dividends . OGFAX was incepted earlier than VSMPX: OGFAX (9 years) vs VSMPX (10 years). OGFAX (0.12) is less costly to investors than VSMPX (0.02). OGFAX is a more actively managed with annual turnover of: 12.00 vs. VSMPX (2.00). OGFAX has a lower initial minimum investment than VSMPX: OGFAX (15000000) vs VSMPX (100000000). OGFAX annual gain was more profitable for investors over the last year : 15.52 vs. VSMPX (13.81). OGFAX return over 5 years is better than : 99.56 vs. VSMPX (84.96).
| OGFAX | VSMPX | OGFAX / VSMPX | |
| Total Expense Ratio | 0.04 | 0.02 | 225% |
| Annual Report Gross Expense Ratio | 0.12 | 0.02 | 600% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 14.430 | 13.029 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 100000000 | 15% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 2.02T | 1% |
| Annual Yield % from dividends | 1.13 | 1.15 | 99% |
| Returns for 1 year | 15.52 | 13.81 | 112% |
| Returns for 3 years | 86.08 | 76.12 | 113% |
| Returns for 5 years | 99.56 | 84.96 | 117% |
| Returns for 10 years | N/A | 215.53 | - |
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