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FBAFX vs OGIAX
FBAFX vs OGIAX Comparison
Open Charts FBAFX vs OGIAX
American Funds American Balanced 529-F-2
Price$33.27
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
JPMorgan Investor Balanced A
Price$15.31
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets5.21B
FBAFX vs OGIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 225B vs. OGIAX (5.21B). OGIAX pays higher dividends than FBAFX: OGIAX (2.97) vs FBAFX (2.22). FBAFX was incepted earlier than OGIAX: FBAFX (4 years) vs OGIAX (28 years). OGIAX (0.96) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. OGIAX (7.00). FBAFX has a lower initial minimum investment than OGIAX: FBAFX (250) vs OGIAX (500). OGIAX annual gain was more profitable for investors over the last year : 2.16 vs. FBAFX (1.90).
| FBAFX | OGIAX | FBAFX / OGIAX | |
| Total Expense Ratio | 0.33 | 0.96 | 34% |
| Annual Report Gross Expense Ratio | 0.33 | 0.96 | 34% |
| Fund Existence | 4 years | 28 years | - |
| Gain YTD | -3.720 | -2.596 | 143% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 5.21B | 4,319% |
| Annual Yield % from dividends | 2.22 | 2.97 | 75% |
| Returns for 1 year | 1.90 | 2.16 | 88% |
| Returns for 3 years | 14.09 | 5.43 | 260% |
| Returns for 5 years | N/A | 23.37 | - |
| Returns for 10 years | N/A | 19.75 | - |
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