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BALFX vs DDICX
BALFX vs DDICX Comparison
Open Charts BALFX vs DDICX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Macquarie Wealth Builder C
Price$15.67
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets844.82M
BALFX vs DDICX Comparison Chart in %
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BALFX vs. DDICX commentary
Aug 16, 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 DDICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. DDICX (845M). BALFX pays higher dividends than DDICX: BALFX (1.79) vs DDICX (0.75). BALFX was incepted earlier than DDICX: BALFX (24 years) vs DDICX (22 years). DDICX (1.84) is less costly to investors than BALFX (0.61). DDICX is a more actively managed with annual turnover of: 66.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than DDICX: BALFX (250) vs DDICX (1000). BALFX annual gain was more profitable for investors over the last year : 7.95 vs. DDICX (3.31). BALFX return over 5 years is better than : 37.91 vs. DDICX (25.69).
| BALFX | DDICX | BALFX / DDICX | |
| Total Expense Ratio | 0.61 | 1.81 | 34% |
| Annual Report Gross Expense Ratio | 0.61 | 1.84 | 33% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 9.747 | 6.677 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 845M | 30,296% |
| Annual Yield % from dividends | 1.79 | 0.75 | 240% |
| Returns for 1 year | 7.95 | 3.31 | 240% |
| Returns for 3 years | 29.46 | 10.14 | 290% |
| Returns for 5 years | 37.91 | 25.69 | 148% |
| Returns for 10 years | 66.08 | 29.01 | 228% |
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