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FBONX vs OANBX
FBONX vs OANBX Comparison
Open Charts FBONX vs OANBX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Oakmark Equity and Income Institutional
Price$36.13
Change-$0.13 (-0.36%)
VolumeN/A
CapitalizationN/A
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FBONX vs OANBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. OANBX (6.53B). OANBX pays higher dividends than FBONX: OANBX (3.01) vs FBONX (2.50). FBONX was incepted earlier than OANBX: FBONX (4 years) vs OANBX (8 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. OANBX (45.00). FBONX has a lower initial minimum investment than OANBX: FBONX (250) vs OANBX (250000). FBONX annual gain was more profitable for investors over the last year : 21.32 vs. OANBX (15.97).
| FBONX | OANBX | FBONX / 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 | 12.986 | 7.827 | 166% |
| 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 | 2.50 | 3.01 | 83% |
| Returns for 1 year | 21.32 | 15.97 | 134% |
| Returns for 3 years | 14.84 | 4.57 | 324% |
| Returns for 5 years | N/A | 28.22 | - |
| Returns for 10 years | N/A | N/A | - |
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