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OGBCX vs RAMHX
OGBCX vs RAMHX Comparison
Open Charts OGBCX vs RAMHX
JPMorgan Investor Balanced C
Price$15.27
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets5.33B
American Funds American Balanced R2E
Price$33.81
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets231.33B
OGBCX vs RAMHX Comparison Chart
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OGBCX vs. RAMHX commentary
Apr 30, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OGBCX is a Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 231B vs. OGBCX (5.33B). OGBCX pays higher dividends than RAMHX: OGBCX (2.52) vs RAMHX (1.54). OGBCX was incepted earlier than RAMHX: OGBCX (28 years) vs RAMHX (11 years). OGBCX (1.46) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 44.00 vs. OGBCX (7.00). RAMHX has a lower initial minimum investment than OGBCX: RAMHX (250) vs OGBCX (500). RAMHX annual gain was more profitable for investors over the last year : 4.16 vs. OGBCX (3.80). RAMHX return over 5 years is better than : 32.57 vs. OGBCX (20.32).
| OGBCX | RAMHX | OGBCX / RAMHX | |
| Total Expense Ratio | 1.46 | 1.04 | 140% |
| Annual Report Gross Expense Ratio | 1.46 | 1.04 | 140% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -0.357 | -0.800 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 231B | 2% |
| Annual Yield % from dividends | 2.52 | 1.54 | 163% |
| Returns for 1 year | 3.80 | 4.16 | 91% |
| Returns for 3 years | 7.47 | 16.83 | 44% |
| Returns for 5 years | 20.32 | 32.57 | 62% |
| Returns for 10 years | 16.39 | 44.65 | 37% |
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