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BALFX vs DDERX
BALFX vs DDERX Comparison
Open Charts BALFX vs DDERX
American Funds American Balanced F1
Price$35.80
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Macquarie Wealth Builder R6
Price$14.87
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets821.24M
BALFX vs DDERX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 243B vs. DDERX (821M). BALFX pays higher dividends than DDERX: BALFX (1.88) vs DDERX (1.72). 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 : 7.08 vs. DDERX (2.05).
| 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 | 4.688 | 1.750 | 268% |
| 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 | 1.88 | 1.72 | 110% |
| Returns for 1 year | 7.08 | 2.05 | 346% |
| Returns for 3 years | 22.12 | N/A | - |
| Returns for 5 years | 34.60 | N/A | - |
| Returns for 10 years | 59.06 | N/A | - |
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