CLBAX
Price
$37.35
Change
-$0.15 (-0.40%)
Updated
Aug 25 closing price
Net Assets
255.46B
DDIIX
Price
$15.73
Change
-$0.06 (-0.38%)
Updated
Aug 25 closing price
Net Assets
842.12M
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CLBAX vs DDIIX

Header iconCLBAX vs DDIIX Comparison
Open Charts CLBAX vs DDIIXBanner chart's image
American Funds American Balanced 529A
Price$37.35
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.46B
Macquarie Wealth Builder Institutional
Price$15.73
Change-$0.06 (-0.38%)
VolumeN/A
Net Assets842.12M
CLBAX vs DDIIX Comparison Chart in %
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CLBAX vs. DDIIX commentary
Aug 27, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 255B vs. DDIIX (842M). CLBAX pays higher dividends than DDIIX: CLBAX (1.82) vs DDIIX (1.70). 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 : 6.66 vs. DDIIX (3.75). CLBAX return over 5 years is better than : 38.42 vs. DDIIX (31.36).
CLBAXDDIIXCLBAX / DDIIX
Total Expense Ratio0.580.8172%
Annual Report Gross Expense Ratio0.580.8469%
Fund Existence24 years29 years-
Gain YTD9.6888.609113%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets255B842M30,285%
Annual Yield % from dividends1.821.70107%
Returns for 1 year6.663.75177%
Returns for 3 years34.8918.45189%
Returns for 5 years38.4231.36123%
Returns for 10 years84.6344.86189%
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