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OGIAX vs RLBAX
OGIAX vs RLBAX Comparison
Open Charts OGIAX vs RLBAX
JPMorgan Investor Balanced A
Price$15.55
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets5.32B
American Funds American Balanced R1
Price$33.49
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
OGIAX vs RLBAX Comparison Chart
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OGIAX vs. RLBAX commentary
Apr 27, 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: 231B vs. OGIAX (5.32B). OGIAX pays higher dividends than RLBAX: OGIAX (2.97) vs RLBAX (1.27). OGIAX was incepted earlier than RLBAX: OGIAX (28 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than OGIAX (0.96). RLBAX is a more actively managed with annual turnover of: 171.00 vs. OGIAX (7.00). RLBAX has a lower initial minimum investment than OGIAX: RLBAX (250) vs OGIAX (500). OGIAX annual gain was more profitable for investors over the last year : 5.13 vs. RLBAX (4.06). RLBAX return over 5 years is better than : 32.01 vs. OGIAX (26.21).
| OGIAX | RLBAX | OGIAX / RLBAX | |
| Total Expense Ratio | 0.96 | 1.33 | 72% |
| Annual Report Gross Expense Ratio | 0.96 | 1.33 | 72% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -0.354 | -1.406 | 25% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.32B | 231B | 2% |
| Annual Yield % from dividends | 2.97 | 1.27 | 233% |
| Returns for 1 year | 5.13 | 4.06 | 126% |
| Returns for 3 years | 8.84 | 14.36 | 62% |
| Returns for 5 years | 26.21 | 32.01 | 82% |
| Returns for 10 years | 22.75 | 41.43 | 55% |
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