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FBAFX vs OANBX
FBAFX vs OANBX Comparison
Open Charts FBAFX vs OANBX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Oakmark Equity and Income Institutional
Price$37.49
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets6.24B
FBAFX vs OANBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. OANBX (6.24B). OANBX pays higher dividends than FBAFX: OANBX (2.41) vs FBAFX (2.06). FBAFX was incepted earlier than OANBX: FBAFX (5 years) vs OANBX (9 years). OANBX (0.59) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. OANBX (38.00). FBAFX has a lower initial minimum investment than OANBX: FBAFX (250) vs OANBX (250000). FBAFX (10.54) and OANBX (10.31) have marching annual gain over last year.
| FBAFX | OANBX | FBAFX / OANBX | |
| Total Expense Ratio | 0.34 | 0.59 | 58% |
| Annual Report Gross Expense Ratio | 0.34 | 0.59 | 58% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 9.185 | 5.756 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 6.24B | 4,073% |
| Annual Yield % from dividends | 2.06 | 2.41 | 86% |
| Returns for 1 year | 10.54 | 10.31 | 102% |
| Returns for 3 years | 36.84 | 33.54 | 110% |
| Returns for 5 years | N/A | 50.60 | - |
| Returns for 10 years | N/A | N/A | - |