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DDIIX vs FBAFX
DDIIX vs FBAFX Comparison
Open Charts DDIIX vs FBAFX
Nomura Wealth Builder Institutional
Price$15.70
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets833.07M
American Funds American Balanced 529-F-2
Price$37.65
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
DDIIX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. DDIIX (833M). DDIIX (1.90) and FBAFX (1.90) have matching dividends . DDIIX was incepted earlier than FBAFX: DDIIX (29 years) vs FBAFX (5 years). DDIIX (0.84) is less costly to investors than FBAFX (0.34). DDIIX is a more actively managed with annual turnover of: 66.00 vs. FBAFX (44.00). DDIIX has a lower initial minimum investment than FBAFX: DDIIX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 9.38 vs. DDIIX (7.38). FBAFX return over 5 years is better than : 38.07 vs. DDIIX (22.16).
| DDIIX | FBAFX | DDIIX / FBAFX | |
| Total Expense Ratio | 0.81 | 0.34 | 238% |
| Annual Report Gross Expense Ratio | 0.84 | 0.34 | 247% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | 8.396 | 10.851 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 833M | 269B | 0% |
| Annual Yield % from dividends | 1.90 | 1.90 | 100% |
| Returns for 1 year | 7.38 | 9.38 | 79% |
| Returns for 3 years | 26.68 | 38.63 | 69% |
| Returns for 5 years | 22.16 | 38.07 | 58% |
| Returns for 10 years | 43.72 | N/A | - |
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