Interact to see
Advertisement
Advertisement
OGFAX vs VTSMX
OGFAX vs VTSMX Comparison
Open Charts OGFAX vs VTSMX
JPMorgan Equity Index R6
Price$97.72
Change-$0.08 (-0.08%)
VolumeN/A
Net Assets12.03B
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
OGFAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OGFAX vs. VTSMX commentary
Sep 09, 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: 1.95T vs. OGFAX (12B). OGFAX pays higher dividends than VTSMX: OGFAX (1.15) vs VTSMX (1.07). 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 : 19.31 vs. VTSMX (18.03). OGFAX return over 5 years is better than : 97.47 vs. VTSMX (84.94).
| 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 | 11.171 | 10.330 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.95T | 1% |
| Annual Yield % from dividends | 1.15 | 1.07 | 108% |
| Returns for 1 year | 19.31 | 18.03 | 107% |
| Returns for 3 years | 71.59 | 63.63 | 113% |
| Returns for 5 years | 97.47 | 84.94 | 115% |
| Returns for 10 years | N/A | 224.15 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement