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CLBFX vs DDERX
CLBFX vs DDERX Comparison
Open Charts CLBFX vs DDERX
American Funds American Balanced 529F
Price$33.59
Change+$0.44 (+1.33%)
VolumeN/A
Net Assets226.9B
Macquarie Wealth Builder R6
Price$14.18
Change+$0.20 (+1.43%)
VolumeN/A
Net Assets788.78M
CLBFX vs DDERX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 227B vs. DDERX (789M). CLBFX pays higher dividends than DDERX: CLBFX (2.14) vs DDERX (1.66). CLBFX was incepted earlier than DDERX: CLBFX (23 years) vs DDERX (2 years). DDERX (0.77) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. DDERX (66.00). 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 : 1.79 vs. DDERX (-1.68).
| CLBFX | DDERX | CLBFX / DDERX | |
| Total Expense Ratio | 0.68 | 0.75 | 91% |
| Annual Report Gross Expense Ratio | 0.68 | 0.77 | 88% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | -3.758 | -5.268 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 789M | 28,771% |
| Annual Yield % from dividends | 2.14 | 1.66 | 129% |
| Returns for 1 year | 1.79 | -1.68 | -107% |
| Returns for 3 years | 13.72 | N/A | - |
| Returns for 5 years | 35.44 | N/A | - |
| Returns for 10 years | 57.89 | N/A | - |
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