FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
OANBX
Price
$37.47
Change
+$0.05 (+0.13%)
Updated
Jul 3 closing price
Net Assets
6.24B
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FBONX vs OANBX

Header iconFBONX vs OANBX Comparison
Open Charts FBONX vs OANBXBanner chart's image
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).
FBONXOANBXFBONX / OANBX
Total Expense Ratio0.300.5951%
Annual Report Gross Expense Ratio0.300.5951%
Fund Existence5 years9 years-
Gain YTD8.2085.700144%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B6.24B4,041%
Annual Yield % from dividends2.102.4187%
Returns for 1 year8.1611.8669%
Returns for 3 years37.3336.62102%
Returns for 5 yearsN/A55.61-
Returns for 10 yearsN/AN/A-
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