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DDIAX vs FBAFX
DDIAX vs FBAFX Comparison
Open Charts DDIAX vs FBAFX
Nomura Wealth Builder A
Price$16.29
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets834.24M
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
DDIAX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. DDIAX (834M). FBAFX pays higher dividends than DDIAX: FBAFX (1.90) vs DDIAX (1.67). 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 : 10.04 vs. DDIAX (4.32). FBAFX return over 5 years is better than : 42.47 vs. DDIAX (25.26).
| 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 | 12.224 | 17.387 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 269B | 0% |
| Annual Yield % from dividends | 1.67 | 1.90 | 88% |
| Returns for 1 year | 4.32 | 10.04 | 43% |
| Returns for 3 years | 19.36 | 42.67 | 45% |
| Returns for 5 years | 25.26 | 42.47 | 59% |
| Returns for 10 years | 45.21 | N/A | - |
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