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FBONX vs OANBX
FBONX vs OANBX Comparison
Open Charts FBONX vs OANBX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Oakmark Equity and Income Institutional
Price$37.47
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets6.24B
FBONX vs OANBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B 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). OANBX annual gain was more profitable for investors over the last year : 11.86 vs. FBONX (8.16).
| 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 | 8.208 | 5.700 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 6.24B | 4,041% |
| Annual Yield % from dividends | 2.10 | 2.41 | 87% |
| Returns for 1 year | 8.16 | 11.86 | 69% |
| Returns for 3 years | 37.33 | 36.62 | 102% |
| Returns for 5 years | N/A | 55.61 | - |
| Returns for 10 years | N/A | N/A | - |
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