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OGFAX vs VTSMX
OGFAX vs VTSMX Comparison
Open Charts OGFAX vs VTSMX
JPMorgan Equity Index R6
Price$96.94
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
OGFAX vs VTSMX Comparison Chart in %
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OGFAX vs. VTSMX commentary
Aug 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. OGFAX (11.9B). OGFAX pays higher dividends than VTSMX: OGFAX (1.17) vs VTSMX (1.09). OGFAX was incepted earlier than VTSMX: OGFAX (9 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than OGFAX (0.12). OGFAX is a more actively managed with annual turnover of: 5.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than OGFAX: VTSMX (3000) vs OGFAX (15000000). OGFAX annual gain was more profitable for investors over the last year : 17.88 vs. VTSMX (16.21). OGFAX return over 5 years is better than : 99.67 vs. VTSMX (85.82).
| OGFAX | VTSMX | OGFAX / VTSMX | |
| Total Expense Ratio | 0.04 | 0.14 | 32% |
| Annual Report Gross Expense Ratio | 0.12 | 0.14 | 86% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 10.521 | 9.266 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 1.91T | 1% |
| Annual Yield % from dividends | 1.17 | 1.09 | 107% |
| Returns for 1 year | 17.88 | 16.21 | 110% |
| Returns for 3 years | 55.02 | 46.80 | 118% |
| Returns for 5 years | 99.67 | 85.82 | 116% |
| Returns for 10 years | N/A | 202.54 | - |
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