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FBONX vs OAZBX
FBONX vs OAZBX Comparison
Open Charts FBONX vs OAZBX
American Funds American Balanced 529-F-3
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Oakmark Equity and Income R6
Price$35.72
Change+$0.26 (+0.73%)
VolumeN/A
Net Assets6.01B
FBONX vs OAZBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. OAZBX (6.01B). OAZBX pays higher dividends than FBONX: OAZBX (2.45) vs FBONX (2.26). FBONX was incepted earlier than OAZBX: FBONX (5 years) vs OAZBX (4 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). FBONX annual gain was more profitable for investors over the last year : 5.03 vs. OAZBX (4.39).
| 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 | 4 years | - |
| Gain YTD | 0.530 | -0.586 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 6.01B | 3,892% |
| Annual Yield % from dividends | 2.26 | 2.45 | 92% |
| Returns for 1 year | 5.03 | 4.39 | 115% |
| Returns for 3 years | 24.22 | 23.45 | 103% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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