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BALCX vs DDERX
BALCX vs DDERX Comparison
Open Charts BALCX vs DDERX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.43B
Macquarie Wealth Builder R6
Price$14.87
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets821.24M
BALCX vs DDERX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 243B vs. DDERX (821M). DDERX pays higher dividends than BALCX: DDERX (1.72) vs BALCX (1.24). BALCX was incepted earlier than DDERX: BALCX (24 years) vs DDERX (2 years). BALCX (1.31) is less costly to investors than DDERX (0.78). DDERX is a more actively managed with annual turnover of: 66.00 vs. BALCX (44.00). 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 : 6.34 vs. DDERX (2.05).
| BALCX | DDERX | BALCX / DDERX | |
| Total Expense Ratio | 1.31 | 0.74 | 177% |
| Annual Report Gross Expense Ratio | 1.31 | 0.78 | 168% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 4.397 | 1.750 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 821M | 29,598% |
| Annual Yield % from dividends | 1.24 | 1.72 | 72% |
| Returns for 1 year | 6.34 | 2.05 | 310% |
| Returns for 3 years | 20.09 | N/A | - |
| Returns for 5 years | 30.67 | N/A | - |
| Returns for 10 years | 52.83 | N/A | - |
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