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DDIIX vs FBONX
DDIIX vs FBONX Comparison
Open Charts DDIIX vs FBONX
Macquarie Wealth Builder Institutional
Price$14.18
Change-$0.44 (-3.01%)
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
DDIIX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 235B vs. DDIIX (829M). FBONX pays higher dividends than DDIIX: FBONX (2.26) vs DDIIX (1.59). DDIIX was incepted earlier than FBONX: DDIIX (28 years) vs FBONX (4 years). DDIIX (0.82) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. DDIIX (66.00). DDIIX has a lower initial minimum investment than FBONX: DDIIX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 1.65 vs. DDIIX (1.06).
| DDIIX | FBONX | DDIIX / FBONX | |
| Total Expense Ratio | 0.81 | 0.30 | 270% |
| Annual Report Gross Expense Ratio | 0.82 | 0.30 | 273% |
| Fund Existence | 28 years | 4 years | - |
| Gain YTD | -0.335 | -2.102 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 235B | 0% |
| Annual Yield % from dividends | 1.59 | 2.26 | 71% |
| Returns for 1 year | 1.06 | 1.65 | 64% |
| Returns for 3 years | 0.05 | 11.28 | 0% |
| Returns for 5 years | 44.20 | N/A | - |
| Returns for 10 years | 24.94 | N/A | - |
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