Interact to see
Advertisement
Advertisement
DDIIX vs FBONX
DDIIX vs FBONX Comparison
Open Charts DDIIX vs FBONX
Macquarie Wealth Builder Institutional
Price$14.85
Change-$0.15 (-1.00%)
VolumeN/A
Net Assets821.49M
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
DDIIX vs FBONX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. DDIIX (821M). FBONX pays higher dividends than DDIIX: FBONX (2.18) vs DDIIX (1.65). 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 : 5.58 vs. DDIIX (1.29).
| 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 | 1.590 | 4.568 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 244B | 0% |
| Annual Yield % from dividends | 1.65 | 2.18 | 76% |
| Returns for 1 year | 1.29 | 5.58 | 23% |
| Returns for 3 years | 15.10 | 34.82 | 43% |
| Returns for 5 years | 29.65 | N/A | - |
| Returns for 10 years | 29.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement