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CLBAX vs DDDRX
CLBAX vs DDDRX Comparison
Open Charts CLBAX vs DDDRX
American Funds American Balanced 529A
Price$36.97
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Macquarie Wealth Builder R
Price$15.45
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets834.45M
CLBAX vs DDDRX Comparison Chart in %
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CLBAX vs. DDDRX commentary
Aug 08, 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 CLBAX is a Buy and DDDRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 253B vs. DDDRX (834M). CLBAX pays higher dividends than DDDRX: CLBAX (1.82) vs DDDRX (1.21). CLBAX was incepted earlier than DDDRX: CLBAX (23 years) vs DDDRX (22 years). DDDRX (1.34) is less costly to investors than CLBAX (0.58). DDDRX is a more actively managed with annual turnover of: 66.00 vs. CLBAX (44.00). DDDRX has a lower initial minimum investment than CLBAX: DDDRX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 11.41 vs. DDDRX (6.33). CLBAX return over 5 years is better than : 38.38 vs. DDDRX (26.99).
| CLBAX | DDDRX | CLBAX / DDDRX | |
| Total Expense Ratio | 0.58 | 1.31 | 44% |
| Annual Report Gross Expense Ratio | 0.58 | 1.34 | 43% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 8.572 | 5.704 | 150% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 834M | 30,336% |
| Annual Yield % from dividends | 1.82 | 1.21 | 150% |
| Returns for 1 year | 11.41 | 6.33 | 180% |
| Returns for 3 years | 31.94 | 13.17 | 243% |
| Returns for 5 years | 38.38 | 26.99 | 142% |
| Returns for 10 years | 76.01 | 31.70 | 240% |
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