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ABALX vs DDIIX
ABALX vs DDIIX Comparison
Open Charts ABALX vs DDIIX
American Funds American Balanced A
Price$38.16
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets259.11B
Macquarie Wealth Builder Institutional
Price$15.89
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets843.55M
ABALX vs DDIIX Comparison Chart in %
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ABALX vs. DDIIX commentary
Sep 09, 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: 259B vs. DDIIX (844M). ABALX pays higher dividends than DDIIX: ABALX (1.82) vs DDIIX (1.68). 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 : 11.79 vs. DDIIX (6.75). ABALX return over 5 years is better than : 40.86 vs. DDIIX (33.32).
| 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 | 11.821 | 9.297 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 844M | 30,687% |
| Annual Yield % from dividends | 1.82 | 1.68 | 109% |
| Returns for 1 year | 11.79 | 6.75 | 175% |
| Returns for 3 years | 37.26 | 19.70 | 189% |
| Returns for 5 years | 40.86 | 33.32 | 123% |
| Returns for 10 years | 76.89 | 47.25 | 163% |
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