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BALCX vs DDERX
BALCX vs DDERX Comparison
Open Charts BALCX vs DDERX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets251.2B
Macquarie Wealth Builder R6
Price$15.37
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets842.2M
BALCX vs DDERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 251B vs. DDERX (842M). DDERX pays higher dividends than BALCX: DDERX (1.74) vs BALCX (1.19). 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 : 7.03 vs. DDERX (4.65).
| 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 | 7.684 | 5.194 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 842M | 29,810% |
| Annual Yield % from dividends | 1.19 | 1.74 | 68% |
| Returns for 1 year | 7.03 | 4.65 | 151% |
| Returns for 3 years | 32.51 | N/A | - |
| Returns for 5 years | 37.14 | N/A | - |
| Returns for 10 years | 58.16 | N/A | - |