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FBONX vs OAYBX
FBONX vs OAYBX Comparison
Open Charts FBONX vs OAYBX
American Funds American Balanced 529-F-3
Price$36.81
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Oakmark Equity and Income Advisor
Price$36.99
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets6.24B
FBONX vs OAYBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 251B vs. OAYBX (6.24B). OAYBX pays higher dividends than FBONX: OAYBX (2.38) vs FBONX (2.10). FBONX was incepted earlier than OAYBX: FBONX (5 years) vs OAYBX (9 years). OAYBX (0.62) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. OAYBX (38.00). FBONX has a lower initial minimum investment than OAYBX: FBONX (250) vs OAYBX (100000). OAYBX annual gain was more profitable for investors over the last year : 6.91 vs. FBONX (5.95).
| FBONX | OAYBX | FBONX / OAYBX | |
| Total Expense Ratio | 0.30 | 0.62 | 48% |
| Annual Report Gross Expense Ratio | 0.30 | 0.62 | 48% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 8.032 | 4.305 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 6.24B | 4,025% |
| Annual Yield % from dividends | 2.10 | 2.38 | 88% |
| Returns for 1 year | 5.95 | 6.91 | 86% |
| Returns for 3 years | 37.49 | 34.82 | 108% |
| Returns for 5 years | N/A | 49.62 | - |
| Returns for 10 years | N/A | N/A | - |
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