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ABALX vs DDIIX
ABALX vs DDIIX Comparison
Open Charts ABALX vs DDIIX
American Funds American Balanced A
Price$37.46
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Macquarie Wealth Builder Institutional
Price$15.63
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets840.86M
ABALX vs DDIIX Comparison Chart in %
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ABALX vs. DDIIX commentary
Aug 18, 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 ABALX is a Buy and DDIIX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 256B vs. DDIIX (841M). ABALX pays higher dividends than DDIIX: ABALX (1.85) vs DDIIX (1.70). ABALX was incepted earlier than DDIIX: ABALX (50 years) vs DDIIX (29 years). DDIIX (0.84) is less costly to investors than ABALX (0.56). DDIIX is a more actively managed with annual turnover of: 66.00 vs. ABALX (44.00). DDIIX has a lower initial minimum investment than ABALX: DDIIX (0) vs ABALX (250). ABALX annual gain was more profitable for investors over the last year : 8.03 vs. DDIIX (4.29). ABALX return over 5 years is better than : 38.23 vs. DDIIX (30.55).
| ABALX | DDIIX | ABALX / DDIIX | |
| Total Expense Ratio | 0.56 | 0.81 | 69% |
| Annual Report Gross Expense Ratio | 0.56 | 0.84 | 67% |
| Fund Existence | 50 years | 29 years | - |
| Gain YTD | 9.770 | 7.334 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 841M | 30,440% |
| Annual Yield % from dividends | 1.85 | 1.70 | 109% |
| Returns for 1 year | 8.03 | 4.29 | 187% |
| Returns for 3 years | 29.65 | 13.09 | 227% |
| Returns for 5 years | 38.23 | 30.55 | 125% |
| Returns for 10 years | 66.66 | 38.54 | 173% |
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