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DDIAX vs FBONX
DDIAX vs FBONX Comparison
Open Charts DDIAX vs FBONX
Macquarie Wealth Builder A
Price$15.93
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets821.59M
American Funds American Balanced 529-F-3
Price$38.71
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets262.74B
DDIAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. DDIAX (822M). FBONX pays higher dividends than DDIAX: FBONX (1.97) vs DDIAX (1.61). DDIAX was incepted earlier than FBONX: DDIAX (29 years) vs FBONX (5 years). DDIAX (1.09) is less costly to investors than FBONX (0.30). DDIAX is a more actively managed with annual turnover of: 66.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than DDIAX: FBONX (250) vs DDIAX (1000). FBONX annual gain was more profitable for investors over the last year : 9.12 vs. DDIAX (4.15). FBONX return over 5 years is better than : 41.88 vs. DDIAX (26.62).
| DDIAX | FBONX | DDIAX / FBONX | |
| Total Expense Ratio | 1.06 | 0.30 | 353% |
| Annual Report Gross Expense Ratio | 1.09 | 0.30 | 363% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | 9.950 | 14.003 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 263B | 0% |
| Annual Yield % from dividends | 1.61 | 1.97 | 82% |
| Returns for 1 year | 4.15 | 9.12 | 46% |
| Returns for 3 years | 19.53 | 42.57 | 46% |
| Returns for 5 years | 26.62 | 41.88 | 64% |
| Returns for 10 years | 41.94 | N/A | - |
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