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CLBAX vs DDDRX
CLBAX vs DDDRX Comparison
Open Charts CLBAX vs DDDRX
American Funds American Balanced 529A
Price$37.53
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
Macquarie Wealth Builder R
Price$15.81
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets842.12M
CLBAX vs DDDRX Comparison Chart in %
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CLBAX vs. DDDRX commentary
Aug 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 255B vs. DDDRX (842M). CLBAX pays higher dividends than DDDRX: CLBAX (1.82) vs DDDRX (1.21). CLBAX was incepted earlier than DDDRX: CLBAX (24 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 : 7.30 vs. DDDRX (3.22). CLBAX return over 5 years is better than : 38.66 vs. DDDRX (28.29).
| CLBAX | DDDRX | CLBAX / DDDRX | |
| Total Expense Ratio | 0.58 | 1.31 | 44% |
| Annual Report Gross Expense Ratio | 0.58 | 1.34 | 43% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 10.217 | 8.296 | 123% |
| Front Load | 4% | 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 | 1.82 | 1.21 | 150% |
| Returns for 1 year | 7.30 | 3.22 | 226% |
| Returns for 3 years | 35.54 | 16.90 | 210% |
| Returns for 5 years | 38.66 | 28.29 | 137% |
| Returns for 10 years | 85.52 | 39.77 | 215% |
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