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BALCX vs OAKBX
BALCX vs OAKBX Comparison
Open Charts BALCX vs OAKBX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Oakmark Equity And Income Investor
Price$38.15
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets6.29B
BALCX vs OAKBX Comparison Chart in %
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BALCX vs. OAKBX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. OAKBX (6.29B). OAKBX pays higher dividends than BALCX: OAKBX (2.09) vs BALCX (1.16). BALCX was incepted earlier than OAKBX: BALCX (25 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 (9.50) and BALCX (9.12) have marching annual gain over last year. OAKBX return over 5 years is better than : 45.90 vs. BALCX (35.50).
| BALCX | OAKBX | BALCX / OAKBX | |
| Total Expense Ratio | 1.31 | 0.85 | 154% |
| Annual Report Gross Expense Ratio | 1.31 | 0.85 | 154% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 10.835 | 7.326 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.29B | 4,116% |
| Annual Yield % from dividends | 1.16 | 2.09 | 56% |
| Returns for 1 year | 9.12 | 9.50 | 96% |
| Returns for 3 years | 37.20 | 34.92 | 107% |
| Returns for 5 years | 35.50 | 45.90 | 77% |
| Returns for 10 years | 67.85 | 37.83 | 179% |