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DDIAX vs FBONX
DDIAX vs FBONX Comparison
Open Charts DDIAX vs FBONX
Nomura Wealth Builder A
Price$15.81
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets834.25M
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
DDIAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. DDIAX (834M). DDIAX pays higher dividends than FBONX: DDIAX (3.40) vs FBONX (2.19). 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 : 14.98 vs. DDIAX (12.01). FBONX return over 5 years is better than : 40.08 vs. DDIAX (20.73).
| 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 | 1.541 | 2.535 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 270B | 0% |
| Annual Yield % from dividends | 3.40 | 2.19 | 155% |
| Returns for 1 year | 12.01 | 14.98 | 80% |
| Returns for 3 years | 24.79 | 39.19 | 63% |
| Returns for 5 years | 20.73 | 40.08 | 52% |
| Returns for 10 years | 53.02 | N/A | - |
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