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CLBFX vs DDERX
CLBFX vs DDERX Comparison
Open Charts CLBFX vs DDERX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Macquarie Wealth Builder R6
Price$14.96
Change-$0.12 (-0.80%)
VolumeN/A
Net Assets859.37M
CLBFX vs DDERX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. DDERX (859M). DDERX pays higher dividends than CLBFX: DDERX (2.67) vs CLBFX (2.39). CLBFX was incepted earlier than DDERX: CLBFX (22 years) vs DDERX (2 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. DDERX (51.00). 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 : 9.36 vs. DDERX (5.99).
| CLBFX | DDERX | CLBFX / DDERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 2 years | - |
| Gain YTD | 2.894 | 1.722 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 859M | 28,172% |
| Annual Yield % from dividends | 2.39 | 2.67 | 90% |
| Returns for 1 year | 9.36 | 5.99 | 156% |
| Returns for 3 years | 19.64 | N/A | - |
| Returns for 5 years | 32.87 | N/A | - |
| Returns for 10 years | 68.67 | N/A | - |
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