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CLBAX vs DDDRX
CLBAX vs DDDRX Comparison
Open Charts CLBAX vs DDDRX
American Funds American Balanced 529A
Price$38.85
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Macquarie Wealth Builder R
Price$16.10
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets845.73M
CLBAX vs DDDRX Comparison Chart in %
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CLBAX vs. DDDRX commentary
Oct 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 Hold and DDDRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. DDDRX (846M). CLBAX pays higher dividends than DDDRX: CLBAX (1.76) vs DDDRX (1.27). 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 : 9.98 vs. DDDRX (5.40). CLBAX return over 5 years is better than : 44.30 vs. DDDRX (31.01).
| 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 | 14.420 | 10.717 | 135% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 846M | 31,442% |
| Annual Yield % from dividends | 1.76 | 1.27 | 138% |
| Returns for 1 year | 9.98 | 5.40 | 185% |
| Returns for 3 years | 51.86 | 28.18 | 184% |
| Returns for 5 years | 44.30 | 31.01 | 143% |
| Returns for 10 years | 89.16 | 40.95 | 218% |
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