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BALCX vs DDERX
BALCX vs DDERX Comparison
Open Charts BALCX vs DDERX
American Funds American Balanced C
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Macquarie Wealth Builder R6
Price$14.18
Change+$0.20 (+1.43%)
VolumeN/A
Net Assets788.78M
BALCX vs DDERX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 227B vs. DDERX (789M). DDERX pays higher dividends than BALCX: DDERX (1.66) vs BALCX (1.28). BALCX was incepted earlier than DDERX: BALCX (24 years) vs DDERX (2 years). BALCX (1.32) is less costly to investors than DDERX (0.77). BALCX is a more actively managed with annual turnover of: 171.00 vs. DDERX (66.00). DDERX has a lower initial minimum investment than BALCX: DDERX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 0.88 vs. DDERX (-1.68).
| BALCX | DDERX | BALCX / DDERX | |
| Total Expense Ratio | 1.32 | 0.75 | 176% |
| Annual Report Gross Expense Ratio | 1.32 | 0.77 | 171% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | -4.013 | -5.268 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 789M | 28,771% |
| Annual Yield % from dividends | 1.28 | 1.66 | 77% |
| Returns for 1 year | 0.88 | -1.68 | -52% |
| Returns for 3 years | 10.05 | N/A | - |
| Returns for 5 years | 28.57 | N/A | - |
| Returns for 10 years | 37.55 | N/A | - |
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