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BALFX vs DDERX
BALFX vs DDERX Comparison
Open Charts BALFX vs DDERX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets251.2B
Macquarie Wealth Builder R6
Price$15.37
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets842.2M
BALFX vs DDERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 251B vs. DDERX (842M). BALFX (1.81) and DDERX (1.74) have matching dividends . BALFX was incepted earlier than DDERX: BALFX (24 years) vs DDERX (2 years). DDERX (0.78) is less costly to investors than BALFX (0.61). DDERX is a more actively managed with annual turnover of: 66.00 vs. BALFX (44.00). 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 : 7.83 vs. DDERX (4.65).
| BALFX | DDERX | BALFX / DDERX | |
| Total Expense Ratio | 0.61 | 0.74 | 82% |
| Annual Report Gross Expense Ratio | 0.61 | 0.78 | 78% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 8.075 | 5.194 | 155% |
| 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 | 1.81 | 1.74 | 104% |
| Returns for 1 year | 7.83 | 4.65 | 168% |
| Returns for 3 years | 35.03 | N/A | - |
| Returns for 5 years | 41.29 | N/A | - |
| Returns for 10 years | 64.94 | N/A | - |