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DDICX vs FBONX
DDICX vs FBONX Comparison
Open Charts DDICX vs FBONX
Nomura Wealth Builder C
Price$16.33
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets834.24M
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
DDICX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. DDICX (834M). FBONX pays higher dividends than DDICX: FBONX (1.93) vs DDICX (0.98). 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 : 9.61 vs. DDICX (3.13). FBONX return over 5 years is better than : 43.00 vs. DDICX (22.24).
| 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 | 11.069 | 16.889 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 269B | 0% |
| Annual Yield % from dividends | 0.98 | 1.93 | 50% |
| Returns for 1 year | 3.13 | 9.61 | 33% |
| Returns for 3 years | 16.37 | 42.16 | 39% |
| Returns for 5 years | 22.24 | 43.00 | 52% |
| Returns for 10 years | 36.90 | N/A | - |
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