Ad is loading...
FBAFX vs OANBX
FBAFX vs OANBX Comparison
Open Charts FBAFX vs OANBX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Oakmark Equity and Income Institutional
Price$36.13
Change-$0.13 (-0.36%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FBAFX vs OANBX Comparison Chart
Loading...
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. OANBX (6.53B). OANBX pays higher dividends than FBAFX: OANBX (3.01) vs FBAFX (2.47). FBAFX was incepted earlier than OANBX: FBAFX (4 years) vs OANBX (8 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. OANBX (45.00). FBAFX has a lower initial minimum investment than OANBX: FBAFX (250) vs OANBX (250000). FBAFX annual gain was more profitable for investors over the last year : 21.28 vs. OANBX (15.97).
| FBAFX | OANBX | FBAFX / OANBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 8 years | - |
| Gain YTD | 12.953 | 7.827 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 6.53B | 3,612% |
| Annual Yield % from dividends | 2.47 | 3.01 | 82% |
| Returns for 1 year | 21.28 | 15.97 | 133% |
| Returns for 3 years | 14.69 | 4.57 | 321% |
| Returns for 5 years | N/A | 28.22 | - |
| Returns for 10 years | N/A | N/A | - |