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OGBCX vs RAMHX
OGBCX vs RAMHX Comparison
Open Charts OGBCX vs RAMHX
JPMorgan Investor Balanced C
Price$16.09
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.58B
American Funds American Balanced R2E
Price$36.48
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets250.05B
OGBCX vs RAMHX Comparison Chart in %
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OGBCX vs. RAMHX commentary
Jul 01, 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: 250B vs. OGBCX (5.59B). OGBCX pays higher dividends than RAMHX: OGBCX (2.46) vs RAMHX (1.49). 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 : 7.07 vs. OGBCX (6.13). RAMHX return over 5 years is better than : 40.35 vs. OGBCX (22.04).
| 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 | 5.400 | 6.772 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 250B | 2% |
| Annual Yield % from dividends | 2.46 | 1.49 | 165% |
| Returns for 1 year | 6.13 | 7.07 | 87% |
| Returns for 3 years | 19.35 | 32.52 | 59% |
| Returns for 5 years | 22.04 | 40.35 | 55% |
| Returns for 10 years | 24.58 | 59.31 | 41% |
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