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FBONX vs OAYBX
FBONX vs OAYBX Comparison
Open Charts FBONX vs OAYBX
American Funds American Balanced 529-F-3
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Oakmark Equity and Income Advisor
Price$37.12
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets6.14B
FBONX vs OAYBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 248B vs. OAYBX (6.14B). OAYBX pays higher dividends than FBONX: OAYBX (2.32) vs FBONX (2.18). 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 : 10.38 vs. FBONX (7.71).
| 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 | 6.887 | 3.993 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 6.14B | 4,041% |
| Annual Yield % from dividends | 2.18 | 2.32 | 94% |
| Returns for 1 year | 7.71 | 10.38 | 74% |
| Returns for 3 years | 34.91 | 32.65 | 107% |
| Returns for 5 years | N/A | 56.24 | - |
| Returns for 10 years | N/A | N/A | - |