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DDDRX vs FBONX
DDDRX vs FBONX Comparison
Open Charts DDDRX vs FBONX
Macquarie Wealth Builder R
Price$15.39
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets843.75M
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
DDDRX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. DDDRX (844M). FBONX pays higher dividends than DDDRX: FBONX (2.10) vs DDDRX (1.19). 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 : 8.16 vs. DDDRX (4.25).
| 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 | 5.166 | 8.208 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 252B | 0% |
| Annual Yield % from dividends | 1.19 | 2.10 | 57% |
| Returns for 1 year | 4.25 | 8.16 | 52% |
| Returns for 3 years | 17.37 | 37.33 | 47% |
| Returns for 5 years | 31.05 | N/A | - |
| Returns for 10 years | 31.88 | N/A | - |