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ONECX vs RLBFX
ONECX vs RLBFX Comparison
Open Charts ONECX vs RLBFX
JPMorgan Investor Growth & Income C
Price$19.75
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets5.01B
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets251.2B
ONECX vs RLBFX Comparison Chart in %
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ONECX vs. RLBFX commentary
Jul 04, 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 ONECX is a Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 251B vs. ONECX (5.01B). ONECX (2.17) and RLBFX (2.10) have matching dividends . ONECX was incepted earlier than RLBFX: ONECX (28 years) vs RLBFX (23 years). ONECX (1.49) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. ONECX (8.00). RLBFX has a lower initial minimum investment than ONECX: RLBFX (250) vs ONECX (500). ONECX (8.32) and RLBFX (8.18) have marching annual gain over last year. RLBFX return over 5 years is better than : 43.24 vs. ONECX (31.06).
| ONECX | RLBFX | ONECX / RLBFX | |
| Total Expense Ratio | 1.48 | 0.29 | 510% |
| Annual Report Gross Expense Ratio | 1.49 | 0.29 | 514% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 6.581 | 8.222 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 251B | 2% |
| Annual Yield % from dividends | 2.17 | 2.10 | 104% |
| Returns for 1 year | 8.32 | 8.18 | 102% |
| Returns for 3 years | 26.32 | 36.13 | 73% |
| Returns for 5 years | 31.06 | 43.24 | 72% |
| Returns for 10 years | 34.42 | 68.15 | 51% |
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