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OGIAX vs RLBGX
OGIAX vs RLBGX Comparison
Open Charts OGIAX vs RLBGX
JPMorgan Investor Balanced A
Price$15.20
Change+$0.18 (+1.20%)
VolumeN/A
Net Assets5.15B
American Funds American Balanced R6
Price$33.29
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
OGIAX vs RLBGX Comparison Chart
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OGIAX vs. RLBGX commentary
Apr 24, 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: 225B vs. OGIAX (5.15B). OGIAX pays higher dividends than RLBGX: OGIAX (2.97) vs RLBGX (2.31). OGIAX was incepted earlier than RLBGX: OGIAX (28 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: 171.00 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 : 2.99 vs. OGIAX (1.75). RLBGX return over 5 years is better than : 35.62 vs. OGIAX (22.62).
| OGIAX | RLBGX | OGIAX / RLBGX | |
| Total Expense Ratio | 0.96 | 0.25 | 384% |
| Annual Report Gross Expense Ratio | 0.96 | 0.25 | 384% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | -3.750 | -3.697 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.15B | 225B | 2% |
| Annual Yield % from dividends | 2.97 | 2.31 | 129% |
| Returns for 1 year | 1.75 | 2.99 | 58% |
| Returns for 3 years | 4.18 | 12.98 | 32% |
| Returns for 5 years | 22.62 | 35.62 | 64% |
| Returns for 10 years | 18.33 | 46.24 | 40% |
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