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CLBAX vs DDERX
CLBAX vs DDERX Comparison
Open Charts CLBAX vs DDERX
American Funds American Balanced 529A
Price$39.47
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Macquarie Wealth Builder R6
Price$16.26
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets837.91M
CLBAX vs DDERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 268B vs. DDERX (838M). DDERX pays higher dividends than CLBAX: DDERX (1.86) vs CLBAX (1.73). 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). CLBAX annual gain was more profitable for investors over the last year : 9.96 vs. DDERX (5.79).
| 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 | 16.246 | 12.267 | 132% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 838M | 31,981% |
| Annual Yield % from dividends | 1.73 | 1.86 | 93% |
| Returns for 1 year | 9.96 | 5.79 | 172% |
| Returns for 3 years | 44.29 | N/A | - |
| Returns for 5 years | 43.13 | N/A | - |
| Returns for 10 years | 90.70 | N/A | - |
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