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CLBAX vs DDIIX
CLBAX vs DDIIX Comparison
Open Charts CLBAX vs DDIIX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
Macquarie Wealth Builder Institutional
Price$15.93
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets821.59M
CLBAX vs DDIIX Comparison Chart in %
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CLBAX vs. DDIIX commentary
Nov 19, 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 DDIIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. DDIIX (822M). DDIIX pays higher dividends than CLBAX: DDIIX (1.85) vs CLBAX (1.73). 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 : 8.81 vs. DDIIX (4.42). CLBAX return over 5 years is better than : 39.86 vs. DDIIX (27.96).
| 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 | 13.743 | 10.191 | 135% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 822M | 32,117% |
| Annual Yield % from dividends | 1.73 | 1.85 | 93% |
| Returns for 1 year | 8.81 | 4.42 | 199% |
| Returns for 3 years | 41.33 | 20.38 | 203% |
| Returns for 5 years | 39.86 | 27.96 | 143% |
| Returns for 10 years | 82.79 | 44.68 | 185% |
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