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FBAFX vs OGBCX
FBAFX vs OGBCX Comparison
Open Charts FBAFX vs OGBCX
American Funds American Balanced 529-F-2
Price$34.05
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets231.91B
JPMorgan Investor Balanced C
Price$15.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.35B
FBAFX vs OGBCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 232B vs. OGBCX (5.35B). OGBCX pays higher dividends than FBAFX: OGBCX (2.52) vs FBAFX (2.22). 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 : 4.90 vs. OGBCX (3.80).
| 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 | -0.592 | -0.357 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232B | 5.35B | 4,339% |
| Annual Yield % from dividends | 2.22 | 2.52 | 88% |
| Returns for 1 year | 4.90 | 3.80 | 129% |
| Returns for 3 years | 20.29 | 7.47 | 271% |
| Returns for 5 years | N/A | 20.32 | - |
| Returns for 10 years | N/A | 16.39 | - |
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