Interact to see
Advertisement
Advertisement
DDIAX vs FBONX
DDIAX vs FBONX Comparison
Open Charts DDIAX vs FBONX
Macquarie Wealth Builder A
Price$16.12
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets830.5M
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
DDIAX vs FBONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. DDIAX (830M). FBONX pays higher dividends than DDIAX: FBONX (1.97) vs DDIAX (1.61). 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 : 10.27 vs. DDIAX (5.44). FBONX return over 5 years is better than : 45.24 vs. DDIAX (29.11).
| 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 | 11.948 | 16.506 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 269B | 0% |
| Annual Yield % from dividends | 1.61 | 1.97 | 82% |
| Returns for 1 year | 5.44 | 10.27 | 53% |
| Returns for 3 years | 21.61 | 45.55 | 47% |
| Returns for 5 years | 29.11 | 45.24 | 64% |
| Returns for 10 years | 46.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement