Interact to see
Advertisement
Advertisement
FBAFX vs OAKBX
FBAFX vs OAKBX Comparison
Open Charts FBAFX vs OAKBX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Oakmark Equity And Income Investor
Price$37.54
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
FBAFX vs OAKBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. OAKBX (6.24B). OAKBX (2.15) and FBAFX (2.06) have matching dividends . FBAFX was incepted earlier than OAKBX: FBAFX (5 years) vs OAKBX (30 years). OAKBX (0.85) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than FBAFX: OAKBX (0) vs FBAFX (250). FBAFX (10.54) and OAKBX (10.07) have marching annual gain over last year.
| FBAFX | OAKBX | FBAFX / OAKBX | |
| Total Expense Ratio | 0.34 | 0.85 | 40% |
| Annual Report Gross Expense Ratio | 0.34 | 0.85 | 40% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 9.185 | 5.610 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 6.24B | 4,073% |
| Annual Yield % from dividends | 2.06 | 2.15 | 96% |
| Returns for 1 year | 10.54 | 10.07 | 105% |
| Returns for 3 years | 36.84 | 32.81 | 112% |
| Returns for 5 years | N/A | 49.06 | - |
| Returns for 10 years | N/A | 30.22 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers