FBONX
Price
$37.21
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
OAYBX
Price
$37.50
Change
+$0.03 (+0.08%)
Updated
Jul 25 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$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Oakmark Equity and Income Advisor
Price$37.50
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
FBONX vs OAYBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B 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). FBONX (10.59) and OAYBX (10.31) have marching annual gain over last year.
FBONXOAYBXFBONX / OAYBX
Total Expense Ratio0.300.6248%
Annual Report Gross Expense Ratio0.300.6248%
Fund Existence5 years9 years-
Gain YTD9.2055.743160%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B6.24B4,073%
Annual Yield % from dividends2.102.3888%
Returns for 1 year10.5910.31103%
Returns for 3 years36.9833.45111%
Returns for 5 yearsN/A50.46-
Returns for 10 yearsN/AN/A-
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