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CLBAX vs DDERX
CLBAX vs DDERX Comparison
Open Charts CLBAX vs DDERX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets251.2B
Macquarie Wealth Builder R6
Price$15.37
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets842.2M
CLBAX vs DDERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 251B vs. DDERX (842M). CLBAX pays higher dividends than DDERX: CLBAX (1.84) vs DDERX (1.74). CLBAX was incepted earlier than DDERX: CLBAX (23 years) vs DDERX (2 years). DDERX (0.78) is less costly to investors than CLBAX (0.58). DDERX is a more actively managed with annual turnover of: 66.00 vs. CLBAX (44.00). 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 : 7.84 vs. DDERX (4.65).
| CLBAX | DDERX | CLBAX / DDERX | |
| Total Expense Ratio | 0.58 | 0.74 | 78% |
| Annual Report Gross Expense Ratio | 0.58 | 0.78 | 74% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | 8.073 | 5.194 | 155% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 842M | 29,810% |
| Annual Yield % from dividends | 1.84 | 1.74 | 106% |
| Returns for 1 year | 7.84 | 4.65 | 168% |
| Returns for 3 years | 36.14 | N/A | - |
| Returns for 5 years | 43.26 | N/A | - |
| Returns for 10 years | 77.55 | N/A | - |