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DDIAX vs FBAFX
DDIAX vs FBAFX Comparison
Open Charts DDIAX vs FBAFX
Macquarie Wealth Builder A
Price$16.12
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets830.5M
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
DDIAX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. DDIAX (830M). FBAFX pays higher dividends than DDIAX: FBAFX (1.94) vs DDIAX (1.61). DDIAX was incepted earlier than FBAFX: DDIAX (29 years) vs FBAFX (5 years). DDIAX (1.09) is less costly to investors than FBAFX (0.34). DDIAX is a more actively managed with annual turnover of: 66.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than DDIAX: FBAFX (250) vs DDIAX (1000). FBAFX annual gain was more profitable for investors over the last year : 10.25 vs. DDIAX (5.44). FBAFX return over 5 years is better than : 44.98 vs. DDIAX (29.11).
| DDIAX | FBAFX | DDIAX / FBAFX | |
| Total Expense Ratio | 1.06 | 0.34 | 312% |
| Annual Report Gross Expense Ratio | 1.09 | 0.34 | 321% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | 11.948 | 16.503 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 269B | 0% |
| Annual Yield % from dividends | 1.61 | 1.94 | 83% |
| Returns for 1 year | 5.44 | 10.25 | 53% |
| Returns for 3 years | 21.61 | 45.39 | 48% |
| Returns for 5 years | 29.11 | 44.98 | 65% |
| Returns for 10 years | 46.39 | N/A | - |
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