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FBONX vs OAZBX
FBONX vs OAZBX Comparison
Open Charts FBONX vs OAZBX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Oakmark Equity and Income R6
Price$36.12
Change-$0.14 (-0.39%)
VolumeN/A
CapitalizationN/A
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FBONX vs OAZBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. OAZBX (6.53B). OAZBX pays higher dividends than FBONX: OAZBX (3.05) vs FBONX (2.50). FBONX was incepted earlier than OAZBX: FBONX (4 years) vs OAZBX (4 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. OAZBX (45.00). 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 : 21.32 vs. OAZBX (15.99).
| FBONX | OAZBX | FBONX / OAZBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | 12.986 | 7.845 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 6.53B | 3,612% |
| Annual Yield % from dividends | 2.50 | 3.05 | 82% |
| Returns for 1 year | 21.32 | 15.99 | 133% |
| Returns for 3 years | 14.84 | 4.62 | 321% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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