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CLBAX vs DDERX
CLBAX vs DDERX Comparison
Open Charts CLBAX vs DDERX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Nomura Wealth Builder R6
Price$16.03
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets838.5M
CLBAX vs DDERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. DDERX (838M). DDERX pays higher dividends than CLBAX: DDERX (3.58) vs CLBAX (1.89). CLBAX was incepted earlier than DDERX: CLBAX (24 years) vs DDERX (3 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). DDERX (11.80) and CLBAX (11.35) have marching annual gain over last year.
| CLBAX | DDERX | CLBAX / DDERX | |
| Total Expense Ratio | 0.58 | 0.74 | 78% |
| Annual Report Gross Expense Ratio | 0.58 | 0.78 | 74% |
| Fund Existence | 24 years | 3 years | - |
| Gain YTD | 2.460 | 3.104 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 838M | 32,220% |
| Annual Yield % from dividends | 1.89 | 3.58 | 53% |
| Returns for 1 year | 11.35 | 11.80 | 96% |
| Returns for 3 years | 36.75 | N/A | - |
| Returns for 5 years | 37.40 | N/A | - |
| Returns for 10 years | 100.85 | N/A | - |
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