FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
OAZBX
Price
$37.47
Change
+$0.06 (+0.16%)
Updated
Jul 3 closing price
Net Assets
6.24B
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FBONX vs OAZBX

Header iconFBONX vs OAZBX Comparison
Open Charts FBONX vs OAZBXBanner 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 R6
Price$37.47
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets6.24B
FBONX vs OAZBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B 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). OAZBX annual gain was more profitable for investors over the last year : 11.93 vs. FBONX (8.16).
FBONXOAZBXFBONX / OAZBX
Total Expense Ratio0.300.5654%
Annual Report Gross Expense Ratio0.300.5654%
Fund Existence5 years5 years-
Gain YTD8.2085.748143%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B6.24B4,041%
Annual Yield % from dividends2.102.4486%
Returns for 1 year8.1611.9368%
Returns for 3 years37.3336.70102%
Returns for 5 yearsN/AN/A-
Returns for 10 yearsN/AN/A-
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