Interact to see
Advertisement
Advertisement
BALCX vs DDIAX
BALCX vs DDIAX Comparison
Open Charts BALCX vs DDIAX
American Funds American Balanced C
Price$37.14
Change+$0.32 (+0.87%)
VolumeN/A
Net Assets253.74B
Macquarie Wealth Builder A
Price$15.63
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets836.9M
BALCX vs DDIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. DDIAX commentary
Aug 13, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and DDIAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. DDIAX (837M). DDIAX pays higher dividends than BALCX: DDIAX (1.46) vs BALCX (1.18). BALCX was incepted earlier than DDIAX: BALCX (24 years) vs DDIAX (29 years). BALCX (1.31) is less costly to investors than DDIAX (1.09). DDIAX is a more actively managed with annual turnover of: 66.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than DDIAX: BALCX (250) vs DDIAX (1000). BALCX annual gain was more profitable for investors over the last year : 9.72 vs. DDIAX (5.51). BALCX return over 5 years is better than : 33.98 vs. DDIAX (28.46).
| BALCX | DDIAX | BALCX / DDIAX | |
| Total Expense Ratio | 1.31 | 1.06 | 124% |
| Annual Report Gross Expense Ratio | 1.31 | 1.09 | 120% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 9.363 | 6.351 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 837M | 30,346% |
| Annual Yield % from dividends | 1.18 | 1.46 | 81% |
| Returns for 1 year | 9.72 | 5.51 | 176% |
| Returns for 3 years | 27.48 | 11.72 | 234% |
| Returns for 5 years | 33.98 | 28.46 | 119% |
| Returns for 10 years | 59.52 | 35.23 | 169% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement