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BALFX vs DDIAX
BALFX vs DDIAX Comparison
Open Charts BALFX vs DDIAX
American Funds American Balanced F1
Price$37.97
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
Macquarie Wealth Builder A
Price$15.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets844.62M
BALFX vs DDIAX Comparison Chart in %
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BALFX vs. DDIAX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 258B vs. DDIAX (845M). BALFX pays higher dividends than DDIAX: BALFX (1.77) vs DDIAX (1.44). 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 : 9.94 vs. DDIAX (5.31). BALFX return over 5 years is better than : 39.60 vs. DDIAX (31.31).
| 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 | 11.360 | 8.904 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 845M | 30,533% |
| Annual Yield % from dividends | 1.77 | 1.44 | 123% |
| Returns for 1 year | 9.94 | 5.31 | 187% |
| Returns for 3 years | 39.77 | 21.53 | 185% |
| Returns for 5 years | 39.60 | 31.31 | 126% |
| Returns for 10 years | 75.07 | 43.89 | 171% |
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