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CLBFX vs DDERX
CLBFX vs DDERX Comparison
Open Charts CLBFX vs DDERX
American Funds American Balanced 529F
Price$35.72
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
CLBFX vs DDERX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. DDERX (821M). CLBFX pays higher dividends than DDERX: CLBFX (2.07) vs DDERX (1.72). 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 : 7.27 vs. DDERX (2.05).
| 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 | 4.778 | 1.750 | 273% |
| Front Load | N/A | 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 | 2.07 | 1.72 | 121% |
| Returns for 1 year | 7.27 | 2.05 | 355% |
| Returns for 3 years | 24.09 | N/A | - |
| Returns for 5 years | 37.68 | N/A | - |
| Returns for 10 years | 75.37 | N/A | - |
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