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DDIAX vs FBONX
DDIAX vs FBONX Comparison
Open Charts DDIAX vs FBONX
Macquarie Wealth Builder A
Price$14.18
Change-$0.43 (-2.94%)
VolumeN/A
Net Assets828.78M
American Funds American Balanced 529-F-3
Price$33.48
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
DDIAX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 235B vs. DDIAX (829M). FBONX pays higher dividends than DDIAX: FBONX (2.26) vs DDIAX (1.34). DDIAX was incepted earlier than FBONX: DDIAX (28 years) vs FBONX (4 years). DDIAX (1.07) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. DDIAX (66.00). 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 : 1.65 vs. DDIAX (0.74).
| DDIAX | FBONX | DDIAX / FBONX | |
| Total Expense Ratio | 1.06 | 0.30 | 353% |
| Annual Report Gross Expense Ratio | 1.07 | 0.30 | 357% |
| Fund Existence | 28 years | 4 years | - |
| Gain YTD | -0.464 | -2.102 | 22% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 235B | 0% |
| Annual Yield % from dividends | 1.34 | 2.26 | 59% |
| Returns for 1 year | 0.74 | 1.65 | 45% |
| Returns for 3 years | -0.59 | 11.28 | -5% |
| Returns for 5 years | 42.87 | N/A | - |
| Returns for 10 years | 22.70 | N/A | - |
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