Interact to see
Advertisement
Advertisement
CLBAX vs DDERX
CLBAX vs DDERX Comparison
Open Charts CLBAX vs DDERX
American Funds American Balanced 529A
Price$37.08
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.84B
Macquarie Wealth Builder R6
Price$15.51
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets838.79M
CLBAX vs DDERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. DDERX (839M). CLBAX (1.82) and DDERX (1.75) have matching dividends . CLBAX was incepted earlier than DDERX: CLBAX (24 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 : 9.60 vs. DDERX (5.91).
| CLBAX | DDERX | CLBAX / DDERX | |
| Total Expense Ratio | 0.58 | 0.74 | 78% |
| Annual Report Gross Expense Ratio | 0.58 | 0.78 | 74% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 8.895 | 6.531 | 136% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 839M | 30,274% |
| Annual Yield % from dividends | 1.82 | 1.75 | 104% |
| Returns for 1 year | 9.60 | 5.91 | 162% |
| Returns for 3 years | 29.80 | N/A | - |
| Returns for 5 years | 38.27 | N/A | - |
| Returns for 10 years | 77.61 | N/A | - |