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FBAFX vs OGBCX
FBAFX vs OGBCX Comparison
Open Charts FBAFX vs OGBCX
American Funds American Balanced 529-F-2
Price$39.45
Change+$0.28 (+0.71%)
VolumeN/A
Net Assets268.39B
JPMorgan Investor Balanced C
Price$16.90
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets5.83B
FBAFX vs OGBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 268B vs. OGBCX (5.83B). OGBCX pays higher dividends than FBAFX: OGBCX (2.35) vs FBAFX (1.97). FBAFX was incepted earlier than OGBCX: FBAFX (5 years) vs OGBCX (28 years). OGBCX (1.46) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. OGBCX (11.00). FBAFX has a lower initial minimum investment than OGBCX: FBAFX (250) vs OGBCX (500). FBAFX annual gain was more profitable for investors over the last year : 11.29 vs. OGBCX (7.69).
| FBAFX | OGBCX | FBAFX / OGBCX | |
| Total Expense Ratio | 0.34 | 1.46 | 23% |
| Annual Report Gross Expense Ratio | 0.34 | 1.46 | 23% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 16.150 | 11.464 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 5.83B | 4,595% |
| Annual Yield % from dividends | 1.97 | 2.35 | 84% |
| Returns for 1 year | 11.29 | 7.69 | 147% |
| Returns for 3 years | 50.86 | 29.50 | 172% |
| Returns for 5 years | N/A | 19.49 | - |
| Returns for 10 years | N/A | 33.17 | - |
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