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AMBFX vs DDERX
AMBFX vs DDERX Comparison
Open Charts AMBFX vs DDERX
American Funds American Balanced F2
Price$37.78
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets257.73B
Macquarie Wealth Builder R6
Price$15.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets843.08M
AMBFX vs DDERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 258B vs. DDERX (843M). AMBFX pays higher dividends than DDERX: AMBFX (2.00) vs DDERX (1.73). AMBFX was incepted earlier than DDERX: AMBFX (17 years) vs DDERX (3 years). DDERX (0.78) is less costly to investors than AMBFX (0.35). DDERX is a more actively managed with annual turnover of: 66.00 vs. AMBFX (44.00). DDERX has a lower initial minimum investment than AMBFX: DDERX (0) vs AMBFX (250). AMBFX annual gain was more profitable for investors over the last year : 9.61 vs. DDERX (5.64).
| AMBFX | DDERX | AMBFX / DDERX | |
| Total Expense Ratio | 0.35 | 0.74 | 47% |
| Annual Report Gross Expense Ratio | 0.35 | 0.78 | 45% |
| Fund Existence | 17 years | 3 years | - |
| Gain YTD | 10.911 | 9.120 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 843M | 30,605% |
| Annual Yield % from dividends | 2.00 | 1.73 | 116% |
| Returns for 1 year | 9.61 | 5.64 | 170% |
| Returns for 3 years | 39.97 | N/A | - |
| Returns for 5 years | 40.34 | N/A | - |
| Returns for 10 years | 76.71 | N/A | - |
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