# JPMorgan Investor Balanced C (OGBCX)

> Source: Nexqual · https://nexqual.com/OGBCX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, JPMorgan Investor Balanced C (OGBCX), nexqual.com/OGBCX" · informational, not investment advice.

**Price:** USD 16.58 (-0.30% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 16.63 · day 16.58–16.58 · 52w 15.72–17.17 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +3.7% vs S&P 500 +13.4%; 5Y +23.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +3.7% | +23.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +3.7% | +4.4% |
| Volatility (annualized) | 7.7% | 9.0% |
| Max drawdown | -5.7% (Feb 2026→Mar 2026) | -19.3% (Nov 2021→Oct 2022) |

## Peers
OCGCX (JPMorgan Investor Conservative ) USD 12.93 -0.00% · ONECX (JPMorgan Investor Growth and In) USD 20.94 -0.00% · OGGCX (JPMorgan Investor Growth Fd Cl ) USD 26.72 +0.00% · OGIAX (JPMorgan Investor Balanced Fund) USD 16.99 +0.00% · OBOCX (JPMorgan Core Bond Fund C) USD 10.09 -0.00%

## More
Full page: https://nexqual.com/OGBCX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt