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OGIAX vs RLEFX
OGIAX vs RLEFX Comparison
Open Charts OGIAX vs RLEFX
JPMorgan Investor Balanced A
Price$16.46
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets5.58B
American Funds American Balanced R5E
Price$36.65
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets251.12B
OGIAX vs RLEFX Comparison Chart in %
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OGIAX vs. RLEFX commentary
Jul 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 251B vs. OGIAX (5.59B). OGIAX pays higher dividends than RLEFX: OGIAX (2.89) vs RLEFX (2.01). 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 : 7.97 vs. OGIAX (6.93). RLEFX return over 5 years is better than : 41.67 vs. OGIAX (24.43).
| 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 | 5.670 | 7.107 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 251B | 2% |
| Annual Yield % from dividends | 2.89 | 2.01 | 144% |
| Returns for 1 year | 6.93 | 7.97 | 87% |
| Returns for 3 years | 21.60 | 34.43 | 63% |
| Returns for 5 years | 24.43 | 41.67 | 59% |
| Returns for 10 years | 32.04 | N/A | - |
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