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DDIIX vs FBONX
DDIIX vs FBONX Comparison
Open Charts DDIIX vs FBONX
Nomura Wealth Builder Institutional
Price$16.29
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets834.24M
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
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 (834M). 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 : 10.08 vs. DDIIX (4.57). FBONX return over 5 years is better than : 42.77 vs. DDIIX (26.48).
| 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 | 12.470 | 17.419 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 269B | 0% |
| Annual Yield % from dividends | 1.90 | 1.93 | 98% |
| Returns for 1 year | 4.57 | 10.08 | 45% |
| Returns for 3 years | 20.20 | 42.81 | 47% |
| Returns for 5 years | 26.48 | 42.77 | 62% |
| Returns for 10 years | 47.90 | N/A | - |
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