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FBONX vs OAZBX
FBONX vs OAZBX Comparison
Open Charts FBONX vs OAZBX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Oakmark Equity and Income R6
Price$37.49
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.24B
FBONX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. OAZBX (6.24B). OAZBX pays higher dividends than FBONX: OAZBX (2.44) vs FBONX (2.10). FBONX was incepted earlier than OAZBX: FBONX (5 years) vs OAZBX (5 years). OAZBX (0.56) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. OAZBX (38.00). FBONX has a lower initial minimum investment than OAZBX: FBONX (250) vs OAZBX (1000000). FBONX (10.59) and OAZBX (10.38) have marching annual gain over last year.
| FBONX | OAZBX | FBONX / OAZBX | |
| Total Expense Ratio | 0.30 | 0.56 | 54% |
| Annual Report Gross Expense Ratio | 0.30 | 0.56 | 54% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 9.205 | 5.805 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 6.24B | 4,073% |
| Annual Yield % from dividends | 2.10 | 2.44 | 86% |
| Returns for 1 year | 10.59 | 10.38 | 102% |
| Returns for 3 years | 36.98 | 33.62 | 110% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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