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DDDRX vs FBAFX
DDDRX vs FBAFX Comparison
Open Charts DDDRX vs FBAFX
Macquarie Wealth Builder R
Price$14.20
Change+$0.20 (+1.43%)
VolumeN/A
Net Assets788.78M
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
DDDRX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. DDDRX (789M). 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 : 4.44 vs. DDDRX (-1.28).
| 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 | -4.636 | -1.440 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 227B | 0% |
| Annual Yield % from dividends | 1.06 | 2.22 | 48% |
| Returns for 1 year | -1.28 | 4.44 | -29% |
| Returns for 3 years | -1.96 | 16.56 | -12% |
| Returns for 5 years | 25.54 | N/A | - |
| Returns for 10 years | 15.11 | N/A | - |
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