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BALFX vs DDERX
BALFX vs DDERX Comparison
Open Charts BALFX vs DDERX
American Funds American Balanced F1
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Macquarie Wealth Builder R6
Price$14.18
Change+$0.20 (+1.43%)
VolumeN/A
Net Assets788.78M
BALFX vs DDERX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 227B vs. DDERX (789M). BALFX pays higher dividends than DDERX: BALFX (1.95) vs DDERX (1.66). BALFX was incepted earlier than DDERX: BALFX (24 years) vs DDERX (2 years). DDERX (0.77) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. DDERX (66.00). DDERX has a lower initial minimum investment than BALFX: DDERX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 1.62 vs. DDERX (-1.68).
| BALFX | DDERX | BALFX / DDERX | |
| Total Expense Ratio | 0.62 | 0.75 | 83% |
| Annual Report Gross Expense Ratio | 0.62 | 0.77 | 81% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | -3.792 | -5.268 | 72% |
| 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 | 1.95 | 1.66 | 118% |
| Returns for 1 year | 1.62 | -1.68 | -97% |
| Returns for 3 years | 11.97 | N/A | - |
| Returns for 5 years | 32.51 | N/A | - |
| Returns for 10 years | 43.23 | N/A | - |
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