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BALFX vs DDIIX
BALFX vs DDIIX Comparison
Open Charts BALFX vs DDIIX
American Funds American Balanced F1
Price$37.40
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Macquarie Wealth Builder Institutional
Price$15.73
Change-$0.06 (-0.38%)
VolumeN/A
Net Assets842.12M
BALFX vs DDIIX Comparison Chart in %
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BALFX vs. DDIIX commentary
Aug 27, 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 BALFX is a Buy and DDIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 255B vs. DDIIX (842M). BALFX pays higher dividends than DDIIX: BALFX (1.79) vs DDIIX (1.70). BALFX was incepted earlier than DDIIX: BALFX (24 years) vs DDIIX (29 years). DDIIX (0.84) is less costly to investors than BALFX (0.61). DDIIX is a more actively managed with annual turnover of: 66.00 vs. BALFX (44.00). DDIIX has a lower initial minimum investment than BALFX: DDIIX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. DDIIX (3.75). BALFX return over 5 years is better than : 36.57 vs. DDIIX (31.36).
| BALFX | DDIIX | BALFX / DDIIX | |
| Total Expense Ratio | 0.61 | 0.81 | 75% |
| Annual Report Gross Expense Ratio | 0.61 | 0.84 | 73% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 9.688 | 8.609 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 842M | 30,285% |
| Annual Yield % from dividends | 1.79 | 1.70 | 106% |
| Returns for 1 year | 6.65 | 3.75 | 177% |
| Returns for 3 years | 33.79 | 18.45 | 183% |
| Returns for 5 years | 36.57 | 31.36 | 117% |
| Returns for 10 years | 71.51 | 44.86 | 159% |
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