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DDDRX vs FBONX
DDDRX vs FBONX Comparison
Open Charts DDDRX vs FBONX
Macquarie Wealth Builder R
Price$14.64
Change-$0.19 (-1.28%)
VolumeN/A
Net Assets826.61M
American Funds American Balanced 529-F-3
Price$34.89
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
DDDRX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. DDDRX (827M). FBONX pays higher dividends than DDDRX: FBONX (2.26) vs DDDRX (1.12). DDDRX was incepted earlier than FBONX: DDDRX (22 years) vs FBONX (5 years). DDDRX (1.34) is less costly to investors than FBONX (0.30). DDDRX is a more actively managed with annual turnover of: 66.00 vs. FBONX (44.00). 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 : 4.62 vs. DDDRX (1.26).
| DDDRX | FBONX | DDDRX / FBONX | |
| Total Expense Ratio | 1.31 | 0.30 | 437% |
| Annual Report Gross Expense Ratio | 1.34 | 0.30 | 447% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 1.017 | 2.021 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 240B | 0% |
| Annual Yield % from dividends | 1.12 | 2.26 | 49% |
| Returns for 1 year | 1.26 | 4.62 | 27% |
| Returns for 3 years | 9.57 | 25.89 | 37% |
| Returns for 5 years | 30.29 | N/A | - |
| Returns for 10 years | 22.45 | N/A | - |
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