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FBONX vs OAKBX
FBONX vs OAKBX Comparison
Open Charts FBONX vs OAKBX
American Funds American Balanced 529-F-3
Price$36.51
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
Oakmark Equity And Income Investor
Price$37.05
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets6.14B
FBONX vs OAKBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 250B vs. OAKBX (6.14B). FBONX (2.18) and OAKBX (2.08) have matching dividends . FBONX was incepted earlier than OAKBX: FBONX (5 years) vs OAKBX (30 years). OAKBX (0.85) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than FBONX: OAKBX (0) vs FBONX (250). OAKBX annual gain was more profitable for investors over the last year : 10.28 vs. FBONX (7.91).
| FBONX | OAKBX | FBONX / OAKBX | |
| Total Expense Ratio | 0.30 | 0.85 | 35% |
| Annual Report Gross Expense Ratio | 0.30 | 0.85 | 35% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 7.151 | 4.231 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 6.14B | 4,074% |
| Annual Yield % from dividends | 2.18 | 2.08 | 105% |
| Returns for 1 year | 7.91 | 10.28 | 77% |
| Returns for 3 years | 36.32 | 33.43 | 109% |
| Returns for 5 years | N/A | 55.33 | - |
| Returns for 10 years | N/A | 27.04 | - |
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