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CLBAX vs DDIIX
CLBAX vs DDIIX Comparison
Open Charts CLBAX vs DDIIX
American Funds American Balanced 529A
Price$36.89
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
Macquarie Wealth Builder Institutional
Price$15.42
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets835.58M
CLBAX vs DDIIX Comparison Chart in %
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CLBAX vs. DDIIX commentary
Aug 06, 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: 254B vs. DDIIX (836M). CLBAX pays higher dividends than DDIIX: CLBAX (1.82) vs DDIIX (1.70). CLBAX was incepted earlier than DDIIX: CLBAX (23 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 : 10.97 vs. DDIIX (3.73). CLBAX return over 5 years is better than : 38.27 vs. DDIIX (28.62).
| CLBAX | DDIIX | CLBAX / DDIIX | |
| Total Expense Ratio | 0.58 | 0.81 | 72% |
| Annual Report Gross Expense Ratio | 0.58 | 0.84 | 69% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 8.337 | 4.930 | 169% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 836M | 30,383% |
| Annual Yield % from dividends | 1.82 | 1.70 | 107% |
| Returns for 1 year | 10.97 | 3.73 | 294% |
| Returns for 3 years | 31.92 | 13.82 | 231% |
| Returns for 5 years | 38.27 | 28.62 | 134% |
| Returns for 10 years | 76.84 | 35.94 | 214% |
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