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FBAFX vs OGIAX
FBAFX vs OGIAX Comparison
Open Charts FBAFX vs OGIAX
American Funds American Balanced 529-F-2
Price$36.68
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets250.05B
JPMorgan Investor Balanced A
Price$16.46
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets5.58B
FBAFX vs OGIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 250B vs. OGIAX (5.59B). OGIAX pays higher dividends than FBAFX: OGIAX (2.89) vs FBAFX (2.14). FBAFX was incepted earlier than OGIAX: FBAFX (5 years) vs OGIAX (29 years). OGIAX (0.96) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. OGIAX (7.00). FBAFX has a lower initial minimum investment than OGIAX: FBAFX (250) vs OGIAX (500). FBAFX annual gain was more profitable for investors over the last year : 8.02 vs. OGIAX (6.93).
| FBAFX | OGIAX | FBAFX / OGIAX | |
| Total Expense Ratio | 0.34 | 0.96 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 0.96 | 35% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 7.131 | 5.670 | 126% |
| Front Load | N/A | 5% | - |
| 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 | 2.89 | 74% |
| Returns for 1 year | 8.02 | 6.93 | 116% |
| Returns for 3 years | 35.81 | 21.60 | 166% |
| Returns for 5 years | N/A | 24.43 | - |
| Returns for 10 years | N/A | 32.04 | - |
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