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OGIAX vs RLBGX
OGIAX vs RLBGX Comparison
Open Charts OGIAX vs RLBGX
JPMorgan Investor Balanced A
Price$16.46
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets5.58B
American Funds American Balanced R6
Price$36.70
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets250.05B
OGIAX vs RLBGX Comparison Chart in %
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OGIAX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 250B vs. OGIAX (5.59B). OGIAX pays higher dividends than RLBGX: OGIAX (2.89) vs RLBGX (2.23). OGIAX was incepted earlier than RLBGX: OGIAX (29 years) vs RLBGX (16 years). OGIAX (0.96) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. OGIAX (7.00). RLBGX has a lower initial minimum investment than OGIAX: RLBGX (250) vs OGIAX (500). RLBGX annual gain was more profitable for investors over the last year : 7.96 vs. OGIAX (6.72). RLBGX return over 5 years is better than : 45.12 vs. OGIAX (26.15).
| OGIAX | RLBGX | OGIAX / RLBGX | |
| Total Expense Ratio | 0.96 | 0.25 | 384% |
| Annual Report Gross Expense Ratio | 0.96 | 0.25 | 384% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 5.670 | 7.174 | 79% |
| 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 | 2.23 | 130% |
| Returns for 1 year | 6.72 | 7.96 | 84% |
| Returns for 3 years | 21.92 | 35.31 | 62% |
| Returns for 5 years | 26.15 | 45.12 | 58% |
| Returns for 10 years | 32.38 | 67.39 | 48% |
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