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OGBCX vs RLEFX
OGBCX vs RLEFX Comparison
Open Charts OGBCX vs RLEFX
JPMorgan Investor Balanced C
Price$15.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.35B
American Funds American Balanced R5E
Price$34.02
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets231.91B
OGBCX vs RLEFX Comparison Chart
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OGBCX vs. RLEFX commentary
May 01, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 232B vs. OGBCX (5.35B). OGBCX pays higher dividends than RLEFX: OGBCX (2.52) vs RLEFX (2.16). OGBCX was incepted earlier than RLEFX: OGBCX (28 years) vs RLEFX (9 years). OGBCX (1.46) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. OGBCX (7.00). RLEFX has a lower initial minimum investment than OGBCX: RLEFX (250) vs OGBCX (500). RLEFX annual gain was more profitable for investors over the last year : 4.84 vs. OGBCX (3.80). RLEFX return over 5 years is better than : 36.25 vs. OGBCX (20.32).
| OGBCX | RLEFX | OGBCX / RLEFX | |
| Total Expense Ratio | 1.46 | 0.39 | 374% |
| Annual Report Gross Expense Ratio | 1.46 | 0.39 | 374% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | -0.357 | -0.608 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.35B | 232B | 2% |
| Annual Yield % from dividends | 2.52 | 2.16 | 117% |
| Returns for 1 year | 3.80 | 4.84 | 79% |
| Returns for 3 years | 7.47 | 18.64 | 40% |
| Returns for 5 years | 20.32 | 36.25 | 56% |
| Returns for 10 years | 16.39 | N/A | - |
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