FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
OAYBX
Price
$37.48
Change
+$0.05 (+0.13%)
Updated
Jul 3 closing price
Net Assets
6.24B
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FBONX vs OAYBX

Header iconFBONX vs OAYBX Comparison
Open Charts FBONX vs OAYBXBanner 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 Advisor
Price$37.48
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets6.24B
FBONX vs OAYBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. OAYBX (6.24B). OAYBX pays higher dividends than FBONX: OAYBX (2.38) vs FBONX (2.10). FBONX was incepted earlier than OAYBX: FBONX (5 years) vs OAYBX (9 years). OAYBX (0.62) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. OAYBX (38.00). FBONX has a lower initial minimum investment than OAYBX: FBONX (250) vs OAYBX (100000). OAYBX annual gain was more profitable for investors over the last year : 11.86 vs. FBONX (8.16).
FBONXOAYBXFBONX / OAYBX
Total Expense Ratio0.300.6248%
Annual Report Gross Expense Ratio0.300.6248%
Fund Existence5 years9 years-
Gain YTD8.2085.686144%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B6.24B4,041%
Annual Yield % from dividends2.102.3888%
Returns for 1 year8.1611.8669%
Returns for 3 years37.3336.56102%
Returns for 5 yearsN/A55.46-
Returns for 10 yearsN/AN/A-
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