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DDDRX vs FBONX
DDDRX vs FBONX Comparison
Open Charts DDDRX vs FBONX
Nomura Wealth Builder R
Price$16.33
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets833.89M
American Funds American Balanced 529-F-3
Price$39.80
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
DDDRX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. DDDRX (834M). FBONX pays higher dividends than DDDRX: FBONX (1.93) vs DDDRX (1.44). DDDRX was incepted earlier than FBONX: DDDRX (22 years) vs FBONX (5 years). DDDRX (1.34) is less costly to investors than FBONX (0.30). DDDRX is a more actively managed with annual turnover of: 66.00 vs. FBONX (44.00). DDDRX has a lower initial minimum investment than FBONX: DDDRX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 9.42 vs. DDDRX (4.00). FBONX return over 5 years is better than : 42.52 vs. DDDRX (24.11).
| DDDRX | FBONX | DDDRX / FBONX | |
| Total Expense Ratio | 1.31 | 0.30 | 437% |
| Annual Report Gross Expense Ratio | 1.34 | 0.30 | 447% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 12.044 | 17.213 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 269B | 0% |
| Annual Yield % from dividends | 1.44 | 1.93 | 74% |
| Returns for 1 year | 4.00 | 9.42 | 42% |
| Returns for 3 years | 20.05 | 44.39 | 45% |
| Returns for 5 years | 24.11 | 42.52 | 57% |
| Returns for 10 years | 43.50 | N/A | - |
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