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OGBCX vs RLBFX
OGBCX vs RLBFX Comparison
Open Charts OGBCX vs RLBFX
JPMorgan Investor Balanced C
Price$16.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.79B
American Funds American Balanced R5
Price$38.69
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
OGBCX vs RLBFX Comparison Chart in %
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OGBCX vs. RLBFX commentary
Sep 18, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. OGBCX (5.79B). OGBCX pays higher dividends than RLBFX: OGBCX (2.38) vs RLBFX (2.05). OGBCX was incepted earlier than RLBFX: OGBCX (28 years) vs RLBFX (23 years). OGBCX (1.46) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. OGBCX (7.00). RLBFX has a lower initial minimum investment than OGBCX: RLBFX (250) vs OGBCX (500). RLBFX annual gain was more profitable for investors over the last year : 9.77 vs. OGBCX (6.48). RLBFX return over 5 years is better than : 44.27 vs. OGBCX (19.77).
| OGBCX | RLBFX | OGBCX / RLBFX | |
| Total Expense Ratio | 1.46 | 0.29 | 503% |
| Annual Report Gross Expense Ratio | 1.46 | 0.29 | 503% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 10.113 | 13.349 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 263B | 2% |
| Annual Yield % from dividends | 2.38 | 2.05 | 116% |
| Returns for 1 year | 6.48 | 9.77 | 66% |
| Returns for 3 years | 24.79 | 44.38 | 56% |
| Returns for 5 years | 19.77 | 44.27 | 45% |
| Returns for 10 years | 34.20 | 82.55 | 41% |
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