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OGIAX vs RLEFX
OGIAX vs RLEFX Comparison
Open Charts OGIAX vs RLEFX
JPMorgan Investor Balanced A
Price$15.31
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets5.21B
American Funds American Balanced R5E
Price$33.24
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
OGIAX vs RLEFX Comparison Chart
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OGIAX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B vs. OGIAX (5.21B). OGIAX pays higher dividends than RLEFX: OGIAX (2.97) vs RLEFX (2.16). OGIAX was incepted earlier than RLEFX: OGIAX (28 years) vs RLEFX (9 years). OGIAX (0.96) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. OGIAX (7.00). RLEFX has a lower initial minimum investment than OGIAX: RLEFX (250) vs OGIAX (500). OGIAX annual gain was more profitable for investors over the last year : 2.16 vs. RLEFX (1.84). RLEFX return over 5 years is better than : 33.74 vs. OGIAX (23.37).
| OGIAX | RLEFX | OGIAX / RLEFX | |
| Total Expense Ratio | 0.96 | 0.40 | 240% |
| Annual Report Gross Expense Ratio | 0.96 | 0.40 | 240% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | -2.596 | -3.738 | 69% |
| 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 | 2.16 | 137% |
| Returns for 1 year | 2.16 | 1.84 | 117% |
| Returns for 3 years | 5.43 | 12.56 | 43% |
| Returns for 5 years | 23.37 | 33.74 | 69% |
| Returns for 10 years | 19.75 | N/A | - |
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