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CLBAX vs DDERX
CLBAX vs DDERX Comparison
Open Charts CLBAX vs DDERX
American Funds American Balanced 529A
Price$35.56
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
CLBAX vs DDERX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. DDERX (821M). CLBAX pays higher dividends than DDERX: CLBAX (1.91) vs DDERX (1.72). CLBAX was incepted earlier than DDERX: CLBAX (23 years) vs DDERX (2 years). DDERX (0.78) is less costly to investors than CLBAX (0.58). DDERX is a more actively managed with annual turnover of: 66.00 vs. CLBAX (44.00). DDERX has a lower initial minimum investment than CLBAX: DDERX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 5.26 vs. DDERX (1.36).
| CLBAX | DDERX | CLBAX / DDERX | |
| Total Expense Ratio | 0.58 | 0.74 | 78% |
| Annual Report Gross Expense Ratio | 0.58 | 0.78 | 74% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | 4.431 | 1.613 | 275% |
| Front Load | 4% | 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 | 1.91 | 1.72 | 111% |
| Returns for 1 year | 5.26 | 1.36 | 386% |
| Returns for 3 years | 33.60 | N/A | - |
| Returns for 5 years | 40.12 | N/A | - |
| Returns for 10 years | 70.29 | N/A | - |
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