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BALFX vs DDERX
BALFX vs DDERX Comparison
Open Charts BALFX vs DDERX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Macquarie Wealth Builder R6
Price$14.85
Change-$0.15 (-1.00%)
VolumeN/A
Net Assets821.49M
BALFX vs DDERX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 244B vs. DDERX (821M). BALFX pays higher dividends than DDERX: BALFX (1.88) vs DDERX (1.72). BALFX was incepted earlier than DDERX: BALFX (24 years) vs DDERX (2 years). DDERX (0.78) is less costly to investors than BALFX (0.61). DDERX is a more actively managed with annual turnover of: 66.00 vs. BALFX (44.00). DDERX has a lower initial minimum investment than BALFX: DDERX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 5.26 vs. DDERX (1.36).
| BALFX | DDERX | BALFX / DDERX | |
| Total Expense Ratio | 0.61 | 0.74 | 82% |
| Annual Report Gross Expense Ratio | 0.61 | 0.78 | 78% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 4.438 | 1.613 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 821M | 29,720% |
| Annual Yield % from dividends | 1.88 | 1.72 | 110% |
| Returns for 1 year | 5.26 | 1.36 | 386% |
| Returns for 3 years | 32.52 | N/A | - |
| Returns for 5 years | 38.20 | N/A | - |
| Returns for 10 years | 57.60 | N/A | - |
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