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DDIIX vs FBONX
DDIIX vs FBONX Comparison
Open Charts DDIIX vs FBONX
Macquarie Wealth Builder Institutional
Price$15.47
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets841.51M
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
DDIIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. DDIIX (842M). 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 : 10.59 vs. DDIIX (4.88).
| 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 | 6.235 | 9.205 | 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 | 2.10 | 80% |
| Returns for 1 year | 4.88 | 10.59 | 46% |
| Returns for 3 years | 18.22 | 36.98 | 49% |
| Returns for 5 years | 32.48 | N/A | - |
| Returns for 10 years | 37.94 | N/A | - |
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