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CLBAX vs DDIIX
CLBAX vs DDIIX Comparison
Open Charts CLBAX vs DDIIX
American Funds American Balanced 529A
Price$38.56
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets263.06B
Macquarie Wealth Builder Institutional
Price$16.00
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets845.22M
CLBAX vs DDIIX Comparison Chart in %
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CLBAX vs. DDIIX commentary
Sep 16, 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 DDIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. DDIIX (845M). CLBAX pays higher dividends than DDIIX: CLBAX (1.80) vs DDIIX (1.68). CLBAX was incepted earlier than DDIIX: CLBAX (24 years) vs DDIIX (29 years). DDIIX (0.84) is less costly to investors than CLBAX (0.58). DDIIX is a more actively managed with annual turnover of: 66.00 vs. CLBAX (44.00). DDIIX has a lower initial minimum investment than CLBAX: DDIIX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.78 vs. DDIIX (5.07). CLBAX return over 5 years is better than : 43.89 vs. DDIIX (33.04).
| CLBAX | DDIIX | CLBAX / DDIIX | |
| Total Expense Ratio | 0.58 | 0.81 | 72% |
| Annual Report Gross Expense Ratio | 0.58 | 0.84 | 69% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 13.242 | 9.916 | 134% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 845M | 31,124% |
| Annual Yield % from dividends | 1.80 | 1.68 | 107% |
| Returns for 1 year | 9.78 | 5.07 | 193% |
| Returns for 3 years | 44.03 | 23.63 | 186% |
| Returns for 5 years | 43.89 | 33.04 | 133% |
| Returns for 10 years | 92.11 | 48.09 | 192% |
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