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OGIAX vs RLBAX
OGIAX vs RLBAX Comparison
Open Charts OGIAX vs RLBAX
JPMorgan Investor Balanced A
Price$16.55
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets5.63B
American Funds American Balanced R1
Price$36.38
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets252.98B
OGIAX vs RLBAX Comparison Chart in %
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OGIAX vs. RLBAX commentary
Aug 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 253B vs. OGIAX (5.63B). OGIAX pays higher dividends than RLBAX: OGIAX (2.85) vs RLBAX (1.17). 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 annual gain was more profitable for investors over the last year : 6.42 vs. OGIAX (6.06). RLBAX return over 5 years is better than : 33.97 vs. OGIAX (21.81).
| 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 | 6.873 | 8.005 | 86% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.63B | 253B | 2% |
| Annual Yield % from dividends | 2.85 | 1.17 | 244% |
| Returns for 1 year | 6.06 | 6.42 | 94% |
| Returns for 3 years | 18.03 | 28.17 | 64% |
| Returns for 5 years | 21.81 | 33.97 | 64% |
| Returns for 10 years | 33.19 | 56.30 | 59% |
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