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CLBAX vs DDDRX
CLBAX vs DDDRX Comparison
Open Charts CLBAX vs DDDRX
American Funds American Balanced 529A
Price$38.44
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
Macquarie Wealth Builder R
Price$15.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets845.69M
CLBAX vs DDDRX Comparison Chart in %
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CLBAX vs. DDDRX commentary
Sep 18, 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: 263B vs. DDDRX (846M). CLBAX pays higher dividends than DDDRX: CLBAX (1.80) vs DDDRX (1.20). 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 : 9.29 vs. DDDRX (4.33). CLBAX return over 5 years is better than : 44.74 vs. DDDRX (31.70).
| 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 | 12.889 | 9.392 | 137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 846M | 31,087% |
| Annual Yield % from dividends | 1.80 | 1.20 | 149% |
| Returns for 1 year | 9.29 | 4.33 | 214% |
| Returns for 3 years | 43.58 | 21.78 | 200% |
| Returns for 5 years | 44.74 | 31.70 | 141% |
| Returns for 10 years | 91.51 | 42.61 | 215% |
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