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ONGIX vs RLBFX
ONGIX vs RLBFX Comparison
Open Charts ONGIX vs RLBFX
JPMorgan Investor Growth & Income A
Price$21.51
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets5.19B
American Funds American Balanced R5
Price$38.70
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets263.25B
ONGIX vs RLBFX Comparison Chart in %
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ONGIX vs. RLBFX commentary
Sep 17, 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: 263B vs. ONGIX (5.19B). ONGIX pays higher dividends than RLBFX: ONGIX (2.48) vs RLBFX (2.05). 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 (10.24) and RLBFX (10.05) have marching annual gain over last year. RLBFX return over 5 years is better than : 43.71 vs. ONGIX (32.29).
| 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 | 11.337 | 13.379 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 250 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.19B | 263B | 2% |
| Annual Yield % from dividends | 2.48 | 2.05 | 121% |
| Returns for 1 year | 10.24 | 10.05 | 102% |
| Returns for 3 years | 33.59 | 44.42 | 76% |
| Returns for 5 years | 32.29 | 43.71 | 74% |
| Returns for 10 years | 54.84 | 82.60 | 66% |
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