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DDICX vs FBONX
DDICX vs FBONX Comparison
Open Charts DDICX vs FBONX
Macquarie Wealth Builder C
Price$15.42
Change+$0.04 (+0.26%)
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
DDICX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. DDICX (844M). FBONX pays higher dividends than DDICX: FBONX (2.10) vs DDICX (0.72). DDICX was incepted earlier than FBONX: DDICX (22 years) vs FBONX (5 years). DDICX (1.84) is less costly to investors than FBONX (0.30). DDICX is a more actively managed with annual turnover of: 66.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than DDICX: FBONX (250) vs DDICX (1000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. DDICX (3.80).
| DDICX | FBONX | DDICX / FBONX | |
| Total Expense Ratio | 1.81 | 0.30 | 603% |
| Annual Report Gross Expense Ratio | 1.84 | 0.30 | 613% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 4.893 | 8.208 | 60% |
| Front Load | N/A | 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 | 0.72 | 2.10 | 34% |
| Returns for 1 year | 3.80 | 8.16 | 47% |
| Returns for 3 years | 15.88 | 37.33 | 43% |
| Returns for 5 years | 28.67 | N/A | - |
| Returns for 10 years | 27.27 | N/A | - |