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FBONX vs OANBX
FBONX vs OANBX Comparison
Open Charts FBONX vs OANBX
American Funds American Balanced 529-F-3
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
FBONX vs OANBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. OANBX (6.24B). OANBX pays higher dividends than FBONX: OANBX (2.41) vs FBONX (2.10). FBONX was incepted earlier than OANBX: FBONX (5 years) vs OANBX (9 years). OANBX (0.59) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. OANBX (38.00). FBONX has a lower initial minimum investment than OANBX: FBONX (250) vs OANBX (250000). FBONX (10.59) and OANBX (10.31) have marching annual gain over last year.
| FBONX | OANBX | FBONX / OANBX | |
| Total Expense Ratio | 0.30 | 0.59 | 51% |
| Annual Report Gross Expense Ratio | 0.30 | 0.59 | 51% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 9.205 | 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 | 2.10 | 2.41 | 87% |
| Returns for 1 year | 10.59 | 10.31 | 103% |
| Returns for 3 years | 36.98 | 33.54 | 110% |
| Returns for 5 years | N/A | 50.60 | - |
| Returns for 10 years | N/A | N/A | - |
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