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OGIAX vs RAMHX
OGIAX vs RAMHX Comparison
Open Charts OGIAX vs RAMHX
JPMorgan Investor Balanced A
Price$16.49
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets5.61B
American Funds American Balanced R2E
Price$36.54
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets251.16B
OGIAX vs RAMHX Comparison Chart in %
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OGIAX vs. RAMHX commentary
Aug 03, 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 OGIAX is a Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 251B vs. OGIAX (5.61B). OGIAX pays higher dividends than RAMHX: OGIAX (2.85) vs RAMHX (1.42). OGIAX was incepted earlier than RAMHX: OGIAX (29 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than OGIAX (0.96). RAMHX is a more actively managed with annual turnover of: 44.00 vs. OGIAX (7.00). RAMHX has a lower initial minimum investment than OGIAX: RAMHX (250) vs OGIAX (500). RAMHX annual gain was more profitable for investors over the last year : 6.97 vs. OGIAX (6.15). RAMHX return over 5 years is better than : 34.64 vs. OGIAX (21.07).
| OGIAX | RAMHX | OGIAX / RAMHX | |
| Total Expense Ratio | 0.96 | 1.04 | 92% |
| Annual Report Gross Expense Ratio | 0.96 | 1.04 | 92% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 6.229 | 7.419 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.61B | 251B | 2% |
| Annual Yield % from dividends | 2.85 | 1.42 | 201% |
| Returns for 1 year | 6.15 | 6.97 | 88% |
| Returns for 3 years | 18.10 | 29.30 | 62% |
| Returns for 5 years | 21.07 | 34.64 | 61% |
| Returns for 10 years | 32.56 | 57.70 | 56% |
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