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OGBCX vs RLBGX
OGBCX vs RLBGX Comparison
Open Charts OGBCX vs RLBGX
JPMorgan Investor Balanced C
Price$15.27
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets5.33B
American Funds American Balanced R6
Price$34.02
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets231.33B
OGBCX vs RLBGX Comparison Chart
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OGBCX vs. RLBGX commentary
Apr 30, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 231B vs. OGBCX (5.33B). OGBCX pays higher dividends than RLBGX: OGBCX (2.52) vs RLBGX (2.31). OGBCX was incepted earlier than RLBGX: OGBCX (28 years) vs RLBGX (16 years). OGBCX (1.46) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. OGBCX (7.00). RLBGX has a lower initial minimum investment than OGBCX: RLBGX (250) vs OGBCX (500). RLBGX annual gain was more profitable for investors over the last year : 4.99 vs. OGBCX (3.80). RLBGX return over 5 years is better than : 37.07 vs. OGBCX (20.32).
| OGBCX | RLBGX | OGBCX / RLBGX | |
| Total Expense Ratio | 1.46 | 0.25 | 584% |
| Annual Report Gross Expense Ratio | 1.46 | 0.25 | 584% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | -0.357 | -0.569 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 231B | 2% |
| Annual Yield % from dividends | 2.52 | 2.31 | 109% |
| Returns for 1 year | 3.80 | 4.99 | 76% |
| Returns for 3 years | 7.47 | 19.07 | 39% |
| Returns for 5 years | 20.32 | 37.07 | 55% |
| Returns for 10 years | 16.39 | 51.77 | 32% |
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