Interact to see
Advertisement
Advertisement
FBONX vs OAKBX
FBONX vs OAKBX Comparison
Open Charts FBONX vs OAKBX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Oakmark Equity And Income Investor
Price$36.57
Change-$0.34 (-0.92%)
VolumeN/A
Net Assets6.14B
FBONX vs OAKBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. OAKBX (6.14B). FBONX (2.18) and OAKBX (2.08) have matching dividends . FBONX was incepted earlier than OAKBX: FBONX (5 years) vs OAKBX (30 years). OAKBX (0.85) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. OAKBX (38.00). OAKBX has a lower initial minimum investment than FBONX: OAKBX (0) vs FBONX (250). OAKBX annual gain was more profitable for investors over the last year : 8.42 vs. FBONX (5.58).
| FBONX | OAKBX | FBONX / OAKBX | |
| Total Expense Ratio | 0.30 | 0.85 | 35% |
| Annual Report Gross Expense Ratio | 0.30 | 0.85 | 35% |
| Fund Existence | 5 years | 30 years | - |
| Gain YTD | 4.568 | 2.278 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 6.14B | 3,976% |
| Annual Yield % from dividends | 2.18 | 2.08 | 105% |
| Returns for 1 year | 5.58 | 8.42 | 66% |
| Returns for 3 years | 34.82 | 31.43 | 111% |
| Returns for 5 years | N/A | 49.01 | - |
| Returns for 10 years | N/A | 22.57 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement