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DDIAX vs FBONX
DDIAX vs FBONX Comparison
Open Charts DDIAX vs FBONX
Macquarie Wealth Builder A
Price$14.85
Change-$0.15 (-1.00%)
VolumeN/A
Net Assets829.92M
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
DDIAX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 247B vs. DDIAX (830M). FBONX pays higher dividends than DDIAX: FBONX (2.18) vs DDIAX (1.40). 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 : 5.58 vs. DDIAX (1.04).
| 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 | 1.486 | 4.568 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 247B | 0% |
| Annual Yield % from dividends | 1.40 | 2.18 | 64% |
| Returns for 1 year | 1.04 | 5.58 | 19% |
| Returns for 3 years | 14.40 | 34.82 | 41% |
| Returns for 5 years | 28.40 | N/A | - |
| Returns for 10 years | 26.93 | N/A | - |
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