# JPMorgan Investor Balanced A (OGIAX)

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

**Price:** USD 16.99 (-0.35% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 17.05 · day 16.99–16.99 · 52w 16.12–17.6 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +4.2% vs S&P 500 +13.4%; 5Y +27.0% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +4.2% | +27.0% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +4.2% | +4.9% |
| Volatility (annualized) | 7.6% | 9.0% |
| Max drawdown | -5.6% (Feb 2026→Mar 2026) | -18.9% (Nov 2021→Oct 2022) |

## Peers
OICAX (JPMorgan Investor Conservative ) USD 13.02 -0.00% · ONGIX (JPMorgan Investor Growth & Inco) USD 21.94 -0.00% · ONGAX (JPMorgan Investor Growth Fund C) USD 30.29 -0.00% · PGBOX (JPMorgan Core Bond A) USD 10 +0.00% · OGEAX (JPMorgan Equity Index Fund A) USD 114.07 +0.00%

## More
Full page: https://nexqual.com/OGIAX · 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