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OGIAX vs RAMHX
OGIAX vs RAMHX Comparison
Open Charts OGIAX vs RAMHX
JPMorgan Investor Balanced A
Price$16.46
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets5.58B
American Funds American Balanced R2E
Price$36.48
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets250.05B
OGIAX vs RAMHX Comparison Chart in %
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OGIAX vs. RAMHX commentary
Jul 02, 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: 250B vs. OGIAX (5.59B). OGIAX pays higher dividends than RAMHX: OGIAX (2.89) vs RAMHX (1.49). 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 (7.26) and OGIAX (6.93) have marching annual gain over last year. RAMHX return over 5 years is better than : 37.88 vs. OGIAX (24.43).
| 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 | 5.670 | 6.772 | 84% |
| Front Load | 5% | 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 | 2.89 | 1.49 | 194% |
| Returns for 1 year | 6.93 | 7.26 | 95% |
| Returns for 3 years | 21.60 | 32.15 | 67% |
| Returns for 5 years | 24.43 | 37.88 | 64% |
| Returns for 10 years | 32.04 | 58.53 | 55% |
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