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OGBCX vs RLBCX
OGBCX vs RLBCX Comparison
Open Charts OGBCX vs RLBCX
JPMorgan Investor Balanced C
Price$16.90
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets5.83B
American Funds American Balanced R3
Price$39.17
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
OGBCX vs RLBCX Comparison Chart in %
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OGBCX vs. RLBCX commentary
Oct 27, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 268B vs. OGBCX (5.83B). OGBCX pays higher dividends than RLBCX: OGBCX (2.35) vs RLBCX (1.49). OGBCX was incepted earlier than RLBCX: OGBCX (28 years) vs RLBCX (23 years). OGBCX (1.46) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. OGBCX (11.00). RLBCX has a lower initial minimum investment than OGBCX: RLBCX (250) vs OGBCX (500). RLBCX annual gain was more profitable for investors over the last year : 10.61 vs. OGBCX (7.69). RLBCX return over 5 years is better than : 42.49 vs. OGBCX (19.49).
| OGBCX | RLBCX | OGBCX / RLBCX | |
| Total Expense Ratio | 1.46 | 0.89 | 164% |
| Annual Report Gross Expense Ratio | 1.46 | 0.89 | 164% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 11.464 | 15.604 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83B | 268B | 2% |
| Annual Yield % from dividends | 2.35 | 1.49 | 158% |
| Returns for 1 year | 7.69 | 10.61 | 72% |
| Returns for 3 years | 29.50 | 47.62 | 62% |
| Returns for 5 years | 19.49 | 42.49 | 46% |
| Returns for 10 years | 33.17 | 71.53 | 46% |
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