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FBAFX vs OAZBX
FBAFX vs OAZBX Comparison
Open Charts FBAFX vs OAZBX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Oakmark Equity and Income R6
Price$37.47
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets6.24B
FBAFX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. OAZBX (6.24B). OAZBX pays higher dividends than FBAFX: OAZBX (2.44) vs FBAFX (2.06). FBAFX was incepted earlier than OAZBX: FBAFX (5 years) vs OAZBX (5 years). OAZBX (0.56) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). FBAFX has a lower initial minimum investment than OAZBX: FBAFX (250) vs OAZBX (1000000). OAZBX annual gain was more profitable for investors over the last year : 11.93 vs. FBAFX (8.12).
| FBAFX | OAZBX | FBAFX / OAZBX | |
| Total Expense Ratio | 0.34 | 0.56 | 61% |
| Annual Report Gross Expense Ratio | 0.34 | 0.56 | 61% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 8.217 | 5.748 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 6.24B | 4,041% |
| Annual Yield % from dividends | 2.06 | 2.44 | 84% |
| Returns for 1 year | 8.12 | 11.93 | 68% |
| Returns for 3 years | 37.19 | 36.70 | 101% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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