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OGGFX vs VSGAX
OGGFX vs VSGAX Comparison
Open Charts OGGFX vs VSGAX
JPMorgan Small Cap Growth I
Price$20.73
Change+$0.20 (+0.97%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
OGGFX vs VSGAX Comparison Chart in %
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OGGFX vs. VSGAX commentary
Jul 07, 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 OGGFX is a StrongBuy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. OGGFX (3.3B). OGGFX pays higher dividends than VSGAX: OGGFX (0.74) vs VSGAX (0.54). OGGFX was incepted earlier than VSGAX: OGGFX (29 years) vs VSGAX (14 years). OGGFX (1.00) is less costly to investors than VSGAX (0.07). OGGFX is a more actively managed with annual turnover of: 43.00 vs. VSGAX (21.00). VSGAX has a lower initial minimum investment than OGGFX: VSGAX (3000) vs OGGFX (1000000). VSGAX annual gain was more profitable for investors over the last year : 12.95 vs. OGGFX (5.61). VSGAX return over 5 years is better than : 40.75 vs. OGGFX (-1.72).
| OGGFX | VSGAX | OGGFX / VSGAX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.00 | 0.07 | 1,429% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | -0.480 | 0.619 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 35B | 9% |
| Annual Yield % from dividends | 0.74 | 0.54 | 135% |
| Returns for 1 year | 5.61 | 12.95 | 43% |
| Returns for 3 years | 26.16 | 41.87 | 62% |
| Returns for 5 years | -1.72 | 40.75 | -4% |
| Returns for 10 years | 35.07 | 116.41 | 30% |
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