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BALCX vs DDIAX
BALCX vs DDIAX Comparison
Open Charts BALCX vs DDIAX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Macquarie Wealth Builder A
Price$15.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets844.62M
BALCX vs DDIAX Comparison Chart in %
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BALCX vs. DDIAX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. DDIAX (845M). DDIAX pays higher dividends than BALCX: DDIAX (1.44) vs BALCX (1.16). 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 : 9.12 vs. DDIAX (5.31). BALCX return over 5 years is better than : 35.50 vs. DDIAX (31.31).
| 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 | 10.835 | 8.904 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 845M | 30,533% |
| Annual Yield % from dividends | 1.16 | 1.44 | 81% |
| Returns for 1 year | 9.12 | 5.31 | 172% |
| Returns for 3 years | 37.20 | 21.53 | 173% |
| Returns for 5 years | 35.50 | 31.31 | 113% |
| Returns for 10 years | 67.85 | 43.89 | 155% |
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