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BALFX vs DDIAX
BALFX vs DDIAX Comparison
Open Charts BALFX vs DDIAX
American Funds American Balanced F1
Price$37.45
Change+$0.33 (+0.89%)
VolumeN/A
Net Assets253.74B
Macquarie Wealth Builder A
Price$15.63
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets836.9M
BALFX vs DDIAX Comparison Chart in %
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BALFX vs. DDIAX commentary
Aug 13, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Buy and DDIAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. DDIAX (837M). BALFX pays higher dividends than DDIAX: BALFX (1.79) vs DDIAX (1.46). BALFX was incepted earlier than DDIAX: BALFX (24 years) vs DDIAX (29 years). DDIAX (1.09) is less costly to investors than BALFX (0.61). DDIAX is a more actively managed with annual turnover of: 66.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than DDIAX: BALFX (250) vs DDIAX (1000). BALFX annual gain was more profitable for investors over the last year : 10.53 vs. DDIAX (5.51). BALFX return over 5 years is better than : 38.02 vs. DDIAX (28.46).
| BALFX | DDIAX | BALFX / DDIAX | |
| Total Expense Ratio | 0.61 | 1.06 | 58% |
| Annual Report Gross Expense Ratio | 0.61 | 1.09 | 56% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 9.835 | 6.351 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 837M | 30,346% |
| Annual Yield % from dividends | 1.79 | 1.46 | 123% |
| Returns for 1 year | 10.53 | 5.51 | 191% |
| Returns for 3 years | 29.86 | 11.72 | 255% |
| Returns for 5 years | 38.02 | 28.46 | 134% |
| Returns for 10 years | 66.41 | 35.23 | 189% |
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