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DDIIX vs FBONX
DDIIX vs FBONX Comparison
Open Charts DDIIX vs FBONX
Nomura Wealth Builder Institutional
Price$15.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets832.9M
American Funds American Balanced 529-F-3
Price$37.68
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
DDIIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. DDIIX (833M). FBONX (1.93) and DDIIX (1.90) have matching dividends . 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 : 9.38 vs. DDIIX (7.16). FBONX return over 5 years is better than : 38.47 vs. DDIIX (22.16).
| 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 | 8.396 | 10.969 | 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 | 1.93 | 98% |
| Returns for 1 year | 7.16 | 9.38 | 76% |
| Returns for 3 years | 26.87 | 39.16 | 69% |
| Returns for 5 years | 22.16 | 38.47 | 58% |
| Returns for 10 years | 43.17 | N/A | - |
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