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FBAFX vs OAYBX
FBAFX vs OAYBX Comparison
Open Charts FBAFX vs OAYBX
American Funds American Balanced 529-F-2
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Oakmark Equity and Income Advisor
Price$37.12
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets6.14B
FBAFX vs OAYBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 248B vs. OAYBX (6.14B). OAYBX pays higher dividends than FBAFX: OAYBX (2.32) vs FBAFX (2.14). FBAFX was incepted earlier than OAYBX: FBAFX (5 years) vs OAYBX (9 years). OAYBX (0.62) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. OAYBX (38.00). FBAFX has a lower initial minimum investment than OAYBX: FBAFX (250) vs OAYBX (100000). OAYBX annual gain was more profitable for investors over the last year : 10.38 vs. FBAFX (7.63).
| FBAFX | OAYBX | FBAFX / OAYBX | |
| Total Expense Ratio | 0.34 | 0.62 | 55% |
| Annual Report Gross Expense Ratio | 0.34 | 0.62 | 55% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 6.867 | 3.993 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 6.14B | 4,041% |
| Annual Yield % from dividends | 2.14 | 2.32 | 92% |
| Returns for 1 year | 7.63 | 10.38 | 74% |
| Returns for 3 years | 34.77 | 32.65 | 106% |
| Returns for 5 years | N/A | 56.24 | - |
| Returns for 10 years | N/A | N/A | - |
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