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AMBFX vs DDERX
AMBFX vs DDERX Comparison
Open Charts AMBFX vs DDERX
American Funds American Balanced F2
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Macquarie Wealth Builder R6
Price$15.37
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets843.75M
AMBFX vs DDERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 252B vs. DDERX (844M). AMBFX pays higher dividends than DDERX: AMBFX (2.05) vs DDERX (1.74). AMBFX was incepted earlier than DDERX: AMBFX (17 years) vs DDERX (2 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 : 8.11 vs. DDERX (4.86).
| 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 | 2 years | - |
| Gain YTD | 8.181 | 5.400 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 844M | 29,858% |
| Annual Yield % from dividends | 2.05 | 1.74 | 118% |
| Returns for 1 year | 8.11 | 4.86 | 167% |
| Returns for 3 years | 35.95 | N/A | - |
| Returns for 5 years | 42.85 | N/A | - |
| Returns for 10 years | 67.46 | N/A | - |
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