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OGIAX vs RLBCX
OGIAX vs RLBCX Comparison
Open Charts OGIAX vs RLBCX
JPMorgan Investor Balanced A
Price$15.31
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets5.21B
American Funds American Balanced R3
Price$33.05
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
OGIAX vs RLBCX Comparison Chart
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OGIAX vs. RLBCX commentary
Apr 25, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 225B vs. OGIAX (5.21B). OGIAX pays higher dividends than RLBCX: OGIAX (2.97) vs RLBCX (1.69). OGIAX was incepted earlier than RLBCX: OGIAX (28 years) vs RLBCX (23 years). OGIAX (0.96) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. OGIAX (7.00). RLBCX has a lower initial minimum investment than OGIAX: RLBCX (250) vs OGIAX (500). OGIAX annual gain was more profitable for investors over the last year : 2.16 vs. RLBCX (1.33). RLBCX return over 5 years is better than : 30.89 vs. OGIAX (23.37).
| OGIAX | RLBCX | OGIAX / RLBCX | |
| Total Expense Ratio | 0.96 | 0.89 | 108% |
| Annual Report Gross Expense Ratio | 0.96 | 0.89 | 108% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | -2.596 | -3.879 | 67% |
| 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 | 1.69 | 175% |
| Returns for 1 year | 2.16 | 1.33 | 163% |
| Returns for 3 years | 5.43 | 11.21 | 48% |
| Returns for 5 years | 23.37 | 30.89 | 76% |
| Returns for 10 years | 19.75 | 40.86 | 48% |
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