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BALFX vs DDERX
BALFX vs DDERX Comparison
Open Charts BALFX vs DDERX
American Funds American Balanced F1
Price$34.34
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
Macquarie Wealth Builder R6
Price$14.61
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets826.7M
BALFX vs DDERX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 234B vs. DDERX (827M). 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 : 3.44 vs. DDERX (0.17).
| 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 | 0.156 | -0.871 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 827M | 28,295% |
| Annual Yield % from dividends | 1.95 | 1.66 | 118% |
| Returns for 1 year | 3.44 | 0.17 | 2,084% |
| Returns for 3 years | 12.06 | N/A | - |
| Returns for 5 years | 48.42 | N/A | - |
| Returns for 10 years | 51.93 | N/A | - |
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