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FBONX vs OAKBX
FBONX vs OAKBX Comparison
Open Charts FBONX vs OAKBX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
Oakmark Equity And Income Investor
Price$37.54
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
FBONX vs OAKBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. OAKBX (6.24B). OAKBX (2.15) and FBONX (2.10) 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). FBONX annual gain was more profitable for investors over the last year : 10.59 vs. OAKBX (10.07).
| 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 | 9.205 | 5.610 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 6.24B | 4,073% |
| Annual Yield % from dividends | 2.10 | 2.15 | 98% |
| Returns for 1 year | 10.59 | 10.07 | 105% |
| Returns for 3 years | 36.98 | 32.81 | 113% |
| Returns for 5 years | N/A | 49.06 | - |
| Returns for 10 years | N/A | 30.22 | - |
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