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DDIIX vs FBAFX
DDIIX vs FBAFX Comparison
Open Charts DDIIX vs FBAFX
Macquarie Wealth Builder Institutional
Price$15.47
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets841.51M
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
DDIIX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. DDIIX (842M). FBAFX pays higher dividends than DDIIX: FBAFX (2.06) vs DDIIX (1.68). 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 : 10.54 vs. DDIIX (4.88).
| 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 | 6.235 | 9.185 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 842M | 254B | 0% |
| Annual Yield % from dividends | 1.68 | 2.06 | 81% |
| Returns for 1 year | 4.88 | 10.54 | 46% |
| Returns for 3 years | 18.22 | 36.84 | 49% |
| Returns for 5 years | 32.48 | N/A | - |
| Returns for 10 years | 37.94 | N/A | - |