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CLBAX vs DDIIX
CLBAX vs DDIIX Comparison
Open Charts CLBAX vs DDIIX
American Funds American Balanced 529A
Price$38.95
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
Macquarie Wealth Builder Institutional
Price$16.13
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets847.45M
CLBAX vs DDIIX Comparison Chart in %
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CLBAX vs. DDIIX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. DDIIX (847M). CLBAX (1.76) and DDIIX (1.74) have matching dividends . 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 : 9.62 vs. DDIIX (5.54). CLBAX return over 5 years is better than : 45.52 vs. DDIIX (34.97).
| 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 | 14.715 | 11.296 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 847M | 31,405% |
| Annual Yield % from dividends | 1.76 | 1.74 | 101% |
| Returns for 1 year | 9.62 | 5.54 | 174% |
| Returns for 3 years | 52.25 | 30.17 | 173% |
| Returns for 5 years | 45.52 | 34.97 | 130% |
| Returns for 10 years | 89.65 | 46.41 | 193% |
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