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OGBCX vs RLBFX
OGBCX vs RLBFX Comparison
Open Charts OGBCX vs RLBFX
JPMorgan Investor Balanced C
Price$16.90
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets5.83B
American Funds American Balanced R5
Price$39.51
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
OGBCX vs RLBFX Comparison Chart in %
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OGBCX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 268B vs. OGBCX (5.83B). OGBCX pays higher dividends than RLBFX: OGBCX (2.35) vs RLBFX (2.00). 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 (11.00). 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 : 11.31 vs. OGBCX (7.69). RLBFX return over 5 years is better than : 46.22 vs. OGBCX (19.49).
| 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 | 11.464 | 16.154 | 71% |
| 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 | 2.00 | 117% |
| Returns for 1 year | 7.69 | 11.31 | 68% |
| Returns for 3 years | 29.50 | 50.17 | 59% |
| Returns for 5 years | 19.49 | 46.22 | 42% |
| Returns for 10 years | 33.17 | 78.16 | 42% |
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