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FBAFX vs OAKBX
FBAFX vs OAKBX Comparison
Open Charts FBAFX vs OAKBX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Oakmark Equity And Income Investor
Price$36.15
Change-$0.14 (-0.39%)
VolumeN/A
CapitalizationN/A
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FBAFX vs OAKBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. OAKBX (6.53B). OAKBX pays higher dividends than FBAFX: OAKBX (2.69) vs FBAFX (2.47). FBAFX was incepted earlier than OAKBX: FBAFX (4 years) vs OAKBX (29 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. OAKBX (45.00). OAKBX has a lower initial minimum investment than FBAFX: OAKBX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 21.28 vs. OAKBX (15.68).
| FBAFX | OAKBX | FBAFX / OAKBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 29 years | - |
| Gain YTD | 12.953 | 7.650 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 6.53B | 3,612% |
| Annual Yield % from dividends | 2.47 | 2.69 | 92% |
| Returns for 1 year | 21.28 | 15.68 | 136% |
| Returns for 3 years | 14.69 | 4.02 | 366% |
| Returns for 5 years | N/A | 27.02 | - |
| Returns for 10 years | N/A | 13.92 | - |
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