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FBAFX vs OGBCX
FBAFX vs OGBCX Comparison
Open Charts FBAFX vs OGBCX
American Funds American Balanced 529-F-2
Price$36.68
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets250.05B
JPMorgan Investor Balanced C
Price$16.09
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.58B
FBAFX vs OGBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 250B vs. OGBCX (5.59B). OGBCX pays higher dividends than FBAFX: OGBCX (2.46) vs FBAFX (2.14). 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 (7.00). 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 : 8.02 vs. OGBCX (6.34).
| 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 | 7.131 | 5.400 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 5.59B | 4,476% |
| Annual Yield % from dividends | 2.14 | 2.46 | 87% |
| Returns for 1 year | 8.02 | 6.34 | 127% |
| Returns for 3 years | 35.81 | 19.12 | 187% |
| Returns for 5 years | N/A | 20.41 | - |
| Returns for 10 years | N/A | 24.25 | - |
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