Interact to see
Advertisement
Advertisement
OGIAX vs RLBAX
OGIAX vs RLBAX Comparison
Open Charts OGIAX vs RLBAX
JPMorgan Investor Balanced A
Price$16.46
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets5.58B
American Funds American Balanced R1
Price$36.33
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets250.05B
OGIAX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OGIAX vs. RLBAX 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 OGIAX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 250B vs. OGIAX (5.59B). OGIAX pays higher dividends than RLBAX: OGIAX (2.89) vs RLBAX (1.23). OGIAX was incepted earlier than RLBAX: OGIAX (29 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than OGIAX (0.96). RLBAX is a more actively managed with annual turnover of: 44.00 vs. OGIAX (7.00). RLBAX has a lower initial minimum investment than OGIAX: RLBAX (250) vs OGIAX (500). RLBAX (6.77) and OGIAX (6.72) have marching annual gain over last year. RLBAX return over 5 years is better than : 38.62 vs. OGIAX (26.15).
| OGIAX | RLBAX | OGIAX / RLBAX | |
| Total Expense Ratio | 0.96 | 1.31 | 73% |
| Annual Report Gross Expense Ratio | 0.96 | 1.31 | 73% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 5.670 | 6.620 | 86% |
| 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 | 1.23 | 235% |
| Returns for 1 year | 6.72 | 6.77 | 99% |
| Returns for 3 years | 21.92 | 31.51 | 70% |
| Returns for 5 years | 26.15 | 38.62 | 68% |
| Returns for 10 years | 32.38 | 57.01 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement