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OGGFX vs VSGIX
OGGFX vs VSGIX Comparison
Open Charts OGGFX vs VSGIX
JPMorgan Small Cap Growth I
Price$19.46
Change-$0.37 (-1.87%)
VolumeN/A
Net Assets3.14B
Vanguard Small Cap Growth Index I
Price$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
OGGFX vs VSGIX Comparison Chart
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OGGFX vs. VSGIX commentary
Jun 16, 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 Hold and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. OGGFX (3.14B). OGGFX pays higher dividends than VSGIX: OGGFX (0.78) vs VSGIX (0.58). OGGFX was incepted earlier than VSGIX: OGGFX (29 years) vs VSGIX (25 years). OGGFX (1.00) is less costly to investors than VSGIX (0.06). OGGFX is a more actively managed with annual turnover of: 43.00 vs. VSGIX (21.00). OGGFX has a lower initial minimum investment than VSGIX: OGGFX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 7.16 vs. OGGFX (-0.71). VSGIX return over 5 years is better than : 40.60 vs. OGGFX (-0.89).
| OGGFX | VSGIX | OGGFX / VSGIX | |
| Total Expense Ratio | 0.99 | 0.06 | 1,650% |
| Annual Report Gross Expense Ratio | 1.00 | 0.06 | 1,667% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -6.577 | -4.502 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 35B | 9% |
| Annual Yield % from dividends | 0.78 | 0.58 | 135% |
| Returns for 1 year | -0.71 | 7.16 | -10% |
| Returns for 3 years | 24.60 | 38.64 | 64% |
| Returns for 5 years | -0.89 | 40.60 | -2% |
| Returns for 10 years | 25.10 | 101.47 | 25% |
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