Interact to see
Advertisement
Advertisement
CLBAX vs DDERX
CLBAX vs DDERX Comparison
Open Charts CLBAX vs DDERX
American Funds American Balanced 529A
Price$35.76
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Macquarie Wealth Builder R6
Price$14.87
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets821.24M
CLBAX vs DDERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 243B vs. DDERX (821M). CLBAX pays higher dividends than DDERX: CLBAX (1.91) vs DDERX (1.72). 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 : 7.12 vs. DDERX (2.05).
| 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 | 4.703 | 1.750 | 269% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 821M | 29,598% |
| Annual Yield % from dividends | 1.91 | 1.72 | 111% |
| Returns for 1 year | 7.12 | 2.05 | 348% |
| Returns for 3 years | 23.47 | N/A | - |
| Returns for 5 years | 36.50 | N/A | - |
| Returns for 10 years | 71.97 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers