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FBONX vs OAZBX
FBONX vs OAZBX Comparison
Open Charts FBONX vs OAZBX
American Funds American Balanced 529-F-3
Price$36.51
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
Oakmark Equity and Income R6
Price$36.99
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets6.14B
FBONX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 250B vs. OAZBX (6.14B). OAZBX pays higher dividends than FBONX: OAZBX (2.38) vs FBONX (2.18). FBONX was incepted earlier than OAZBX: FBONX (5 years) vs OAZBX (5 years). OAZBX (0.56) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). FBONX has a lower initial minimum investment than OAZBX: FBONX (250) vs OAZBX (1000000). OAZBX annual gain was more profitable for investors over the last year : 10.59 vs. FBONX (7.91).
| FBONX | OAZBX | FBONX / OAZBX | |
| Total Expense Ratio | 0.30 | 0.56 | 54% |
| Annual Report Gross Expense Ratio | 0.30 | 0.56 | 54% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 7.151 | 4.394 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 6.14B | 4,074% |
| Annual Yield % from dividends | 2.18 | 2.38 | 91% |
| Returns for 1 year | 7.91 | 10.59 | 75% |
| Returns for 3 years | 36.32 | 34.26 | 106% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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