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DDIIX vs FBONX
DDIIX vs FBONX Comparison
Open Charts DDIIX vs FBONX
Macquarie Wealth Builder Institutional
Price$16.12
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets830.5M
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
DDIIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. DDIIX (830M). FBONX pays higher dividends than DDIIX: FBONX (1.97) vs DDIIX (1.85). DDIIX was incepted earlier than FBONX: DDIIX (29 years) vs FBONX (5 years). DDIIX (0.84) is less costly to investors than FBONX (0.30). DDIIX is a more actively managed with annual turnover of: 66.00 vs. FBONX (44.00). DDIIX has a lower initial minimum investment than FBONX: DDIIX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 9.08 vs. DDIIX (4.87). FBONX return over 5 years is better than : 43.48 vs. DDIIX (29.34).
| DDIIX | FBONX | DDIIX / FBONX | |
| Total Expense Ratio | 0.81 | 0.30 | 270% |
| Annual Report Gross Expense Ratio | 0.84 | 0.30 | 280% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | 11.296 | 15.092 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 269B | 0% |
| Annual Yield % from dividends | 1.85 | 1.97 | 94% |
| Returns for 1 year | 4.87 | 9.08 | 54% |
| Returns for 3 years | 22.19 | 44.58 | 50% |
| Returns for 5 years | 29.34 | 43.48 | 67% |
| Returns for 10 years | 46.69 | N/A | - |
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