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OGIAX vs RAMHX
OGIAX vs RAMHX Comparison
Open Charts OGIAX vs RAMHX
JPMorgan Investor Balanced A
Price$15.31
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets5.21B
American Funds American Balanced R2E
Price$33.08
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
OGIAX vs RAMHX Comparison Chart
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OGIAX vs. RAMHX commentary
Apr 24, 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: 225B vs. OGIAX (5.21B). OGIAX pays higher dividends than RAMHX: OGIAX (2.97) vs RAMHX (1.54). OGIAX was incepted earlier than RAMHX: OGIAX (28 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: 171.00 vs. OGIAX (7.00). RAMHX has a lower initial minimum investment than OGIAX: RAMHX (250) vs OGIAX (500). OGIAX annual gain was more profitable for investors over the last year : 2.16 vs. RAMHX (1.14). RAMHX return over 5 years is better than : 30.07 vs. OGIAX (23.37).
| OGIAX | RAMHX | OGIAX / RAMHX | |
| Total Expense Ratio | 0.96 | 1.04 | 92% |
| Annual Report Gross Expense Ratio | 0.96 | 1.04 | 92% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | -2.596 | -3.939 | 66% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.21B | 225B | 2% |
| Annual Yield % from dividends | 2.97 | 1.54 | 192% |
| Returns for 1 year | 2.16 | 1.14 | 189% |
| Returns for 3 years | 5.43 | 10.81 | 50% |
| Returns for 5 years | 23.37 | 30.07 | 78% |
| Returns for 10 years | 19.75 | 39.35 | 50% |
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