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FBONX vs OAKBX
FBONX vs OAKBX Comparison
Open Charts FBONX vs OAKBX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
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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FBONX vs OAKBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. OAKBX (6.53B). OAKBX pays higher dividends than FBONX: OAKBX (2.69) vs FBONX (2.50). FBONX was incepted earlier than OAKBX: FBONX (4 years) vs OAKBX (29 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. OAKBX (45.00). OAKBX has a lower initial minimum investment than FBONX: OAKBX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 21.32 vs. OAKBX (15.68).
| FBONX | OAKBX | FBONX / 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 | 12.986 | 7.650 | 170% |
| 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 | 2.50 | 2.69 | 93% |
| Returns for 1 year | 21.32 | 15.68 | 136% |
| Returns for 3 years | 14.84 | 4.02 | 369% |
| Returns for 5 years | N/A | 27.02 | - |
| Returns for 10 years | N/A | 13.92 | - |
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