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AMBFX vs DDERX
AMBFX vs DDERX Comparison
Open Charts AMBFX vs DDERX
American Funds American Balanced F2
Price$40.22
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets269.37B
Nomura Wealth Builder R6
Price$16.47
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets840.63M
AMBFX vs DDERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 269B vs. DDERX (841M). DDERX (1.92) and AMBFX (1.89) have matching dividends . 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 : 10.87 vs. DDERX (6.47).
| 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 | 18.467 | 13.717 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 841M | 31,986% |
| Annual Yield % from dividends | 1.89 | 1.92 | 98% |
| Returns for 1 year | 10.87 | 6.47 | 168% |
| Returns for 3 years | 44.80 | N/A | - |
| Returns for 5 years | 42.19 | N/A | - |
| Returns for 10 years | 83.38 | N/A | - |
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