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DDDRX vs FBONX
DDDRX vs FBONX Comparison
Open Charts DDDRX vs FBONX
Macquarie Wealth Builder R
Price$14.63
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets826.7M
American Funds American Balanced 529-F-3
Price$34.36
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
DDDRX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. DDDRX (827M). FBONX pays higher dividends than DDDRX: FBONX (2.26) vs DDDRX (1.06). DDDRX was incepted earlier than FBONX: DDDRX (22 years) vs FBONX (4 years). DDDRX (1.32) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. DDDRX (66.00). DDDRX has a lower initial minimum investment than FBONX: DDDRX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 4.57 vs. DDDRX (0.32).
| DDDRX | FBONX | DDDRX / FBONX | |
| Total Expense Ratio | 1.31 | 0.30 | 437% |
| Annual Report Gross Expense Ratio | 1.32 | 0.30 | 440% |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | -0.760 | 0.472 | -161% |
| 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 | 2.26 | 47% |
| Returns for 1 year | 0.32 | 4.57 | 7% |
| Returns for 3 years | -1.15 | 14.60 | -8% |
| Returns for 5 years | 41.20 | N/A | - |
| Returns for 10 years | 21.08 | N/A | - |
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