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CLBAX vs DDERX
CLBAX vs DDERX Comparison
Open Charts CLBAX vs DDERX
American Funds American Balanced 529A
Price$33.63
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Macquarie Wealth Builder R6
Price$14.18
Change+$0.20 (+1.43%)
VolumeN/A
Net Assets788.78M
CLBAX vs DDERX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 227B vs. DDERX (789M). CLBAX pays higher dividends than DDERX: CLBAX (1.98) vs DDERX (1.66). CLBAX was incepted earlier than DDERX: CLBAX (23 years) vs DDERX (2 years). DDERX (0.77) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. DDERX (66.00). DDERX has a lower initial minimum investment than CLBAX: DDERX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 1.62 vs. DDERX (-1.68).
| CLBAX | DDERX | CLBAX / DDERX | |
| Total Expense Ratio | 0.60 | 0.75 | 80% |
| Annual Report Gross Expense Ratio | 0.60 | 0.77 | 78% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | -3.817 | -5.268 | 72% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 789M | 28,771% |
| Annual Yield % from dividends | 1.98 | 1.66 | 119% |
| Returns for 1 year | 1.62 | -1.68 | -97% |
| Returns for 3 years | 13.17 | N/A | - |
| Returns for 5 years | 34.29 | N/A | - |
| Returns for 10 years | 54.72 | N/A | - |
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