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OGIAX vs RLEFX
OGIAX vs RLEFX Comparison
Open Charts OGIAX vs RLEFX
JPMorgan Investor Balanced A
Price$16.49
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets5.61B
American Funds American Balanced R5E
Price$36.73
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
OGIAX vs RLEFX Comparison Chart in %
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OGIAX vs. RLEFX commentary
Aug 03, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 251B vs. OGIAX (5.61B). OGIAX pays higher dividends than RLEFX: OGIAX (2.85) vs RLEFX (2.00). OGIAX was incepted earlier than RLEFX: OGIAX (29 years) vs RLEFX (10 years). OGIAX (0.96) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. OGIAX (7.00). RLEFX has a lower initial minimum investment than OGIAX: RLEFX (250) vs OGIAX (500). RLEFX annual gain was more profitable for investors over the last year : 7.71 vs. OGIAX (6.15). RLEFX return over 5 years is better than : 38.42 vs. OGIAX (21.07).
| OGIAX | RLEFX | OGIAX / RLEFX | |
| Total Expense Ratio | 0.96 | 0.39 | 246% |
| Annual Report Gross Expense Ratio | 0.96 | 0.39 | 246% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 6.229 | 7.841 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.61B | 251B | 2% |
| Annual Yield % from dividends | 2.85 | 2.00 | 143% |
| Returns for 1 year | 6.15 | 7.71 | 80% |
| Returns for 3 years | 18.10 | 31.51 | 57% |
| Returns for 5 years | 21.07 | 38.42 | 55% |
| Returns for 10 years | 32.56 | N/A | - |
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