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DDIIX vs FBONX
DDIIX vs FBONX Comparison
Open Charts DDIIX vs FBONX
Macquarie Wealth Builder Institutional
Price$15.38
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets843.75M
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
DDIIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. DDIIX (844M). FBONX pays higher dividends than DDIIX: FBONX (2.10) vs DDIIX (1.68). 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 : 8.16 vs. DDIIX (4.86).
| 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 | 5.443 | 8.208 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 252B | 0% |
| Annual Yield % from dividends | 1.68 | 2.10 | 80% |
| Returns for 1 year | 4.86 | 8.16 | 60% |
| Returns for 3 years | 18.90 | 37.33 | 51% |
| Returns for 5 years | 33.57 | N/A | - |
| Returns for 10 years | 36.59 | N/A | - |
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