BALCX
Price
$37.11
Change
-$0.08 (-0.22%)
Updated
Aug 15 closing price
Net Assets
256.26B
OAKBX
Price
$37.57
Change
-$0.02 (-0.05%)
Updated
Aug 15 closing price
Net Assets
6.16B
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BALCX vs OAKBX

Header iconBALCX vs OAKBX Comparison
Open Charts BALCX vs OAKBXBanner chart's image
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Oakmark Equity And Income Investor
Price$37.57
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets6.16B
BALCX vs OAKBX Comparison Chart in %
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BALCX vs. OAKBX commentary
Aug 18, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and OAKBX is a Buy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. OAKBX (6.16B). OAKBX pays higher dividends than BALCX: OAKBX (2.15) vs BALCX (1.18). BALCX was incepted earlier than OAKBX: BALCX (24 years) vs OAKBX (30 years). BALCX (1.31) is less costly to investors than OAKBX (0.85). BALCX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than BALCX: OAKBX (0) vs BALCX (250). OAKBX annual gain was more profitable for investors over the last year : 8.88 vs. BALCX (7.16). OAKBX return over 5 years is better than : 44.76 vs. BALCX (33.87).
BALCXOAKBXBALCX / OAKBX
Total Expense Ratio1.310.85154%
Annual Report Gross Expense Ratio1.310.85154%
Fund Existence24 years30 years-
Gain YTD9.2745.694163%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets256B6.16B4,154%
Annual Yield % from dividends1.182.1555%
Returns for 1 year7.168.8881%
Returns for 3 years27.1224.64110%
Returns for 5 years33.8744.7676%
Returns for 10 years59.1930.45194%
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