Interact to see
Advertisement
Advertisement
OGBCX vs RLBEX
OGBCX vs RLBEX Comparison
Open Charts OGBCX vs RLBEX
JPMorgan Investor Balanced C
Price$16.90
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets5.83B
American Funds American Balanced R4
Price$39.36
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
OGBCX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OGBCX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 268B vs. OGBCX (5.83B). OGBCX pays higher dividends than RLBEX: OGBCX (2.35) vs RLBEX (1.74). OGBCX was incepted earlier than RLBEX: OGBCX (28 years) vs RLBEX (23 years). OGBCX (1.46) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. OGBCX (11.00). RLBEX has a lower initial minimum investment than OGBCX: RLBEX (250) vs OGBCX (500). RLBEX annual gain was more profitable for investors over the last year : 10.97 vs. OGBCX (7.69). RLBEX return over 5 years is better than : 44.31 vs. OGBCX (19.49).
| OGBCX | RLBEX | OGBCX / RLBEX | |
| Total Expense Ratio | 1.46 | 0.59 | 247% |
| Annual Report Gross Expense Ratio | 1.46 | 0.59 | 247% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 11.464 | 15.867 | 72% |
| 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 | 1.74 | 135% |
| Returns for 1 year | 7.69 | 10.97 | 70% |
| Returns for 3 years | 29.50 | 48.87 | 60% |
| Returns for 5 years | 19.49 | 44.31 | 44% |
| Returns for 10 years | 33.17 | 77.01 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement