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DDDRX vs FBAFX
DDDRX vs FBAFX Comparison
Open Charts DDDRX vs FBAFX
Macquarie Wealth Builder R
Price$14.86
Change-$0.15 (-1.00%)
VolumeN/A
Net Assets829.92M
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
DDDRX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 247B vs. DDDRX (830M). FBAFX pays higher dividends than DDDRX: FBAFX (2.14) vs DDDRX (1.14). DDDRX was incepted earlier than FBAFX: DDDRX (22 years) vs FBAFX (5 years). DDDRX (1.34) is less costly to investors than FBAFX (0.34). DDDRX is a more actively managed with annual turnover of: 66.00 vs. FBAFX (44.00). DDDRX has a lower initial minimum investment than FBAFX: DDDRX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 5.57 vs. DDDRX (0.71).
| DDDRX | FBAFX | DDDRX / FBAFX | |
| Total Expense Ratio | 1.31 | 0.34 | 385% |
| Annual Report Gross Expense Ratio | 1.34 | 0.34 | 394% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 1.360 | 4.578 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 247B | 0% |
| Annual Yield % from dividends | 1.14 | 2.14 | 53% |
| Returns for 1 year | 0.71 | 5.57 | 13% |
| Returns for 3 years | 13.64 | 34.68 | 39% |
| Returns for 5 years | 27.25 | N/A | - |
| Returns for 10 years | 24.67 | N/A | - |
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