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CLBFX vs DDERX
CLBFX vs DDERX Comparison
Open Charts CLBFX vs DDERX
American Funds American Balanced 529F
Price$37.03
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
CLBFX vs DDERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. DDERX (839M). CLBFX pays higher dividends than DDERX: CLBFX (1.97) vs DDERX (1.75). CLBFX was incepted earlier than DDERX: CLBFX (23 years) vs DDERX (2 years). DDERX (0.78) is less costly to investors than CLBFX (0.67). DDERX is a more actively managed with annual turnover of: 66.00 vs. CLBFX (44.00). DDERX has a lower initial minimum investment than CLBFX: DDERX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 9.76 vs. DDERX (5.91).
| CLBFX | DDERX | CLBFX / DDERX | |
| Total Expense Ratio | 0.67 | 0.74 | 91% |
| Annual Report Gross Expense Ratio | 0.67 | 0.78 | 86% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | 8.993 | 6.531 | 138% |
| Front Load | N/A | 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 | 1.97 | 1.75 | 113% |
| Returns for 1 year | 9.76 | 5.91 | 165% |
| Returns for 3 years | 30.43 | N/A | - |
| Returns for 5 years | 39.40 | N/A | - |
| Returns for 10 years | 81.12 | N/A | - |
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