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DDIIX vs FBAFX
DDIIX vs FBAFX Comparison
Open Charts DDIIX vs FBAFX
Macquarie Wealth Builder Institutional
Price$14.80
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets823.37M
American Funds American Balanced 529-F-2
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
DDIIX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. DDIIX (823M). FBAFX pays higher dividends than DDIIX: FBAFX (2.14) vs DDIIX (1.65). DDIIX was incepted earlier than FBAFX: DDIIX (29 years) vs FBAFX (5 years). DDIIX (0.84) is less costly to investors than FBAFX (0.34). DDIIX is a more actively managed with annual turnover of: 66.00 vs. FBAFX (44.00). DDIIX has a lower initial minimum investment than FBAFX: DDIIX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 7.21 vs. DDIIX (1.64).
| DDIIX | FBAFX | DDIIX / FBAFX | |
| Total Expense Ratio | 0.81 | 0.34 | 238% |
| Annual Report Gross Expense Ratio | 0.84 | 0.34 | 247% |
| Fund Existence | 29 years | 5 years | - |
| Gain YTD | 1.453 | 4.700 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 823M | 244B | 0% |
| Annual Yield % from dividends | 1.65 | 2.14 | 77% |
| Returns for 1 year | 1.64 | 7.21 | 23% |
| Returns for 3 years | 7.60 | 25.28 | 30% |
| Returns for 5 years | 24.07 | N/A | - |
| Returns for 10 years | 29.39 | N/A | - |
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