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ONGIX vs RLBFX
ONGIX vs RLBFX Comparison
Open Charts ONGIX vs RLBFX
JPMorgan Investor Growth & Income A
Price$20.04
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets4.87B
American Funds American Balanced R5
Price$35.73
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets244.53B
ONGIX vs RLBFX Comparison Chart in %
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ONGIX vs. RLBFX commentary
Jun 20, 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 ONGIX is a Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 245B vs. ONGIX (4.87B). ONGIX pays higher dividends than RLBFX: ONGIX (2.60) vs RLBFX (2.18). ONGIX was incepted earlier than RLBFX: ONGIX (29 years) vs RLBFX (23 years). ONGIX (0.99) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. ONGIX (8.00). RLBFX has a lower initial minimum investment than ONGIX: RLBFX (250) vs ONGIX (500). ONGIX annual gain was more profitable for investors over the last year : 6.15 vs. RLBFX (4.78). RLBFX return over 5 years is better than : 39.40 vs. ONGIX (32.15).
| ONGIX | RLBFX | ONGIX / RLBFX | |
| Total Expense Ratio | 0.95 | 0.29 | 328% |
| Annual Report Gross Expense Ratio | 0.99 | 0.29 | 341% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 3.738 | 4.677 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 245B | 2% |
| Annual Yield % from dividends | 2.60 | 2.18 | 119% |
| Returns for 1 year | 6.15 | 4.78 | 129% |
| Returns for 3 years | 27.83 | 35.33 | 79% |
| Returns for 5 years | 32.15 | 39.40 | 82% |
| Returns for 10 years | 36.31 | 60.49 | 60% |
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