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DDICX vs FBONX
DDICX vs FBONX Comparison
Open Charts DDICX vs FBONX
Macquarie Wealth Builder C
Price$15.35
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets843.9M
American Funds American Balanced 529-F-3
Price$36.83
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets252.9B
DDICX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 253B vs. DDICX (844M). FBONX pays higher dividends than DDICX: FBONX (2.10) vs DDICX (0.72). DDICX was incepted earlier than FBONX: DDICX (22 years) vs FBONX (5 years). DDICX (1.84) is less costly to investors than FBONX (0.30). DDICX is a more actively managed with annual turnover of: 66.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than DDICX: FBONX (250) vs DDICX (1000). FBONX annual gain was more profitable for investors over the last year : 7.09 vs. DDICX (2.43).
| DDICX | FBONX | DDICX / FBONX | |
| Total Expense Ratio | 1.81 | 0.30 | 603% |
| Annual Report Gross Expense Ratio | 1.84 | 0.30 | 613% |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | 4.961 | 8.090 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 253B | 0% |
| Annual Yield % from dividends | 0.72 | 2.10 | 34% |
| Returns for 1 year | 2.43 | 7.09 | 34% |
| Returns for 3 years | 16.37 | 38.29 | 43% |
| Returns for 5 years | 28.96 | N/A | - |
| Returns for 10 years | 25.76 | N/A | - |
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