Interact to see
Advertisement
Advertisement
BALFX vs DDIIX
BALFX vs DDIIX Comparison
Open Charts BALFX vs DDIIX
American Funds American Balanced F1
Price$36.93
Change-$0.21 (-0.57%)
VolumeN/A
Net Assets253.92B
Macquarie Wealth Builder Institutional
Price$15.42
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets835.58M
BALFX vs DDIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. DDIIX commentary
Aug 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 DDIIX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. DDIIX (836M). BALFX pays higher dividends than DDIIX: BALFX (1.79) vs DDIIX (1.70). BALFX was incepted earlier than DDIIX: BALFX (24 years) vs DDIIX (29 years). DDIIX (0.84) is less costly to investors than BALFX (0.61). DDIIX is a more actively managed with annual turnover of: 66.00 vs. BALFX (44.00). DDIIX has a lower initial minimum investment than BALFX: DDIIX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 10.93 vs. DDIIX (3.73). BALFX return over 5 years is better than : 36.38 vs. DDIIX (28.62).
| BALFX | DDIIX | BALFX / DDIIX | |
| Total Expense Ratio | 0.61 | 0.81 | 75% |
| Annual Report Gross Expense Ratio | 0.61 | 0.84 | 73% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 8.310 | 4.930 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 836M | 30,383% |
| Annual Yield % from dividends | 1.79 | 1.70 | 106% |
| Returns for 1 year | 10.93 | 3.73 | 293% |
| Returns for 3 years | 30.77 | 13.82 | 223% |
| Returns for 5 years | 36.38 | 28.62 | 127% |
| Returns for 10 years | 64.23 | 35.94 | 179% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement