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DDIAX vs FBONX
DDIAX vs FBONX Comparison
Open Charts DDIAX vs FBONX
Macquarie Wealth Builder A
Price$15.37
Change+$0.03 (+0.20%)
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
DDIAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. DDIAX (844M). FBONX pays higher dividends than DDIAX: FBONX (2.10) vs DDIAX (1.44). 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 : 8.16 vs. DDIAX (4.53).
| 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 | 5.242 | 8.208 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 252B | 0% |
| Annual Yield % from dividends | 1.44 | 2.10 | 68% |
| Returns for 1 year | 4.53 | 8.16 | 55% |
| Returns for 3 years | 18.08 | 37.33 | 48% |
| Returns for 5 years | 32.17 | N/A | - |
| Returns for 10 years | 34.09 | N/A | - |
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