Interact to see
Advertisement
Advertisement
OGBCX vs RLEFX
OGBCX vs RLEFX Comparison
Open Charts OGBCX vs RLEFX
JPMorgan Investor Balanced C
Price$16.09
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.58B
American Funds American Balanced R5E
Price$36.65
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets250.05B
OGBCX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OGBCX vs. RLEFX commentary
Jul 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: 250B vs. OGBCX (5.59B). OGBCX pays higher dividends than RLEFX: OGBCX (2.46) vs RLEFX (2.09). OGBCX was incepted earlier than RLEFX: OGBCX (28 years) vs RLEFX (10 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 : 7.97 vs. OGBCX (6.34). RLEFX return over 5 years is better than : 41.67 vs. OGBCX (20.41).
| 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 | 10 years | - |
| Gain YTD | 5.400 | 7.107 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 250B | 2% |
| Annual Yield % from dividends | 2.46 | 2.09 | 118% |
| Returns for 1 year | 6.34 | 7.97 | 79% |
| Returns for 3 years | 19.12 | 34.43 | 56% |
| Returns for 5 years | 20.41 | 41.67 | 49% |
| Returns for 10 years | 24.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement