Interact to see
Advertisement
Advertisement
DDICX vs FBAFX
DDICX vs FBAFX Comparison
Open Charts DDICX vs FBAFX
Macquarie Wealth Builder C
Price$16.16
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets830.5M
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
DDICX vs FBAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. DDICX (830M). FBAFX pays higher dividends than DDICX: FBAFX (1.94) vs DDICX (0.91). DDICX was incepted earlier than FBAFX: DDICX (22 years) vs FBAFX (5 years). DDICX (1.84) is less costly to investors than FBAFX (0.34). DDICX is a more actively managed with annual turnover of: 66.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than DDICX: FBAFX (250) vs DDICX (1000). FBAFX annual gain was more profitable for investors over the last year : 9.01 vs. DDICX (4.68). FBAFX return over 5 years is better than : 43.18 vs. DDICX (25.35).
| DDICX | FBAFX | DDICX / FBAFX | |
| Total Expense Ratio | 1.81 | 0.34 | 532% |
| Annual Report Gross Expense Ratio | 1.84 | 0.34 | 541% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 11.274 | 15.061 | 75% |
| Front Load | N/A | 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 | 0.91 | 1.94 | 47% |
| Returns for 1 year | 4.68 | 9.01 | 52% |
| Returns for 3 years | 19.15 | 44.43 | 43% |
| Returns for 5 years | 25.35 | 43.18 | 59% |
| Returns for 10 years | 38.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement