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FBAFX vs OAKBX
FBAFX vs OAKBX Comparison
Open Charts FBAFX vs OAKBX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Oakmark Equity And Income Investor
Price$36.57
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
FBAFX vs OAKBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. OAKBX (6.14B). FBAFX (2.14) and OAKBX (2.08) have matching dividends . FBAFX was incepted earlier than OAKBX: FBAFX (5 years) vs OAKBX (30 years). OAKBX (0.85) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than FBAFX: OAKBX (0) vs FBAFX (250). OAKBX annual gain was more profitable for investors over the last year : 8.42 vs. FBAFX (5.57).
| FBAFX | OAKBX | FBAFX / OAKBX | |
| Total Expense Ratio | 0.34 | 0.85 | 40% |
| Annual Report Gross Expense Ratio | 0.34 | 0.85 | 40% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 4.578 | 2.278 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 6.14B | 3,976% |
| Annual Yield % from dividends | 2.14 | 2.08 | 103% |
| Returns for 1 year | 5.57 | 8.42 | 66% |
| Returns for 3 years | 34.68 | 31.43 | 110% |
| Returns for 5 years | N/A | 49.01 | - |
| Returns for 10 years | N/A | 22.57 | - |
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