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DDERX vs FBONX
DDERX vs FBONX Comparison
Open Charts DDERX vs FBONX
Nomura Wealth Builder R6
Price$16.24
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets831.58M
American Funds American Balanced 529-F-3
Price$39.76
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
DDERX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 271B vs. DDERX (832M). FBONX (1.93) and DDERX (1.92) have matching dividends . DDERX was incepted earlier than FBONX: DDERX (3 years) vs FBONX (5 years). DDERX (0.78) is less costly to investors than FBONX (0.30). DDERX is a more actively managed with annual turnover of: 66.00 vs. FBONX (44.00). DDERX has a lower initial minimum investment than FBONX: DDERX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 9.61 vs. DDERX (4.06).
| DDERX | FBONX | DDERX / FBONX | |
| Total Expense Ratio | 0.74 | 0.30 | 247% |
| Annual Report Gross Expense Ratio | 0.78 | 0.30 | 260% |
| Fund Existence | 3 years | 5 years | - |
| Gain YTD | 11.991 | 16.889 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 271B | 0% |
| Annual Yield % from dividends | 1.92 | 1.93 | 99% |
| Returns for 1 year | 4.06 | 9.61 | 42% |
| Returns for 3 years | N/A | 42.16 | - |
| Returns for 5 years | N/A | 43.00 | - |
| Returns for 10 years | N/A | N/A | - |
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