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DDDRX vs FBAFX
DDDRX vs FBAFX Comparison
Open Charts DDDRX vs FBAFX
Macquarie Wealth Builder R
Price$14.63
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets826.7M
American Funds American Balanced 529-F-2
Price$34.37
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
DDDRX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. DDDRX (827M). FBAFX pays higher dividends than DDDRX: FBAFX (2.22) vs DDDRX (1.06). DDDRX was incepted earlier than FBAFX: DDDRX (22 years) vs FBAFX (4 years). DDDRX (1.32) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. DDDRX (66.00). DDDRX has a lower initial minimum investment than FBAFX: DDDRX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 3.76 vs. DDDRX (-0.37).
| DDDRX | FBAFX | DDDRX / FBAFX | |
| Total Expense Ratio | 1.31 | 0.33 | 397% |
| Annual Report Gross Expense Ratio | 1.32 | 0.33 | 400% |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | -0.964 | 0.227 | -425% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 234B | 0% |
| Annual Yield % from dividends | 1.06 | 2.22 | 48% |
| Returns for 1 year | -0.37 | 3.76 | -10% |
| Returns for 3 years | -1.36 | 14.22 | -10% |
| Returns for 5 years | 39.89 | N/A | - |
| Returns for 10 years | 20.83 | N/A | - |