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DDIAX vs FBONX
DDIAX vs FBONX Comparison
Open Charts DDIAX vs FBONX
Nomura Wealth Builder A
Price$16.29
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets834.24M
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
DDIAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. DDIAX (834M). FBONX pays higher dividends than DDIAX: FBONX (1.93) vs DDIAX (1.67). DDIAX was incepted earlier than FBONX: DDIAX (29 years) vs FBONX (5 years). DDIAX (1.09) is less costly to investors than FBONX (0.30). DDIAX is a more actively managed with annual turnover of: 66.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than DDIAX: FBONX (250) vs DDIAX (1000). FBONX annual gain was more profitable for investors over the last year : 10.08 vs. DDIAX (4.32). FBONX return over 5 years is better than : 42.77 vs. DDIAX (25.26).
| DDIAX | FBONX | DDIAX / FBONX | |
| Total Expense Ratio | 1.06 | 0.30 | 353% |
| Annual Report Gross Expense Ratio | 1.09 | 0.30 | 363% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | 12.224 | 17.419 | 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 | 1.93 | 86% |
| Returns for 1 year | 4.32 | 10.08 | 43% |
| Returns for 3 years | 19.36 | 42.81 | 45% |
| Returns for 5 years | 25.26 | 42.77 | 59% |
| Returns for 10 years | 45.21 | N/A | - |
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