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AMBFX vs DDIIX
AMBFX vs DDIIX Comparison
Open Charts AMBFX vs DDIIX
American Funds American Balanced F2
Price$38.48
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Macquarie Wealth Builder Institutional
Price$15.98
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets841.85M
AMBFX vs DDIIX Comparison Chart in %
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AMBFX vs. DDIIX commentary
Sep 28, 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 AMBFX is a Hold and DDIIX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 263B vs. DDIIX (842M). AMBFX pays higher dividends than DDIIX: AMBFX (2.00) vs DDIIX (1.68). AMBFX was incepted earlier than DDIIX: AMBFX (17 years) vs DDIIX (29 years). DDIIX (0.84) is less costly to investors than AMBFX (0.35). DDIIX is a more actively managed with annual turnover of: 66.00 vs. AMBFX (44.00). DDIIX has a lower initial minimum investment than AMBFX: DDIIX (0) vs AMBFX (250). AMBFX annual gain was more profitable for investors over the last year : 8.38 vs. DDIIX (4.09). AMBFX return over 5 years is better than : 45.94 vs. DDIIX (37.13).
| AMBFX | DDIIX | AMBFX / DDIIX | |
| Total Expense Ratio | 0.35 | 0.81 | 43% |
| Annual Report Gross Expense Ratio | 0.35 | 0.84 | 42% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 13.342 | 10.125 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 842M | 31,235% |
| Annual Yield % from dividends | 2.00 | 1.68 | 119% |
| Returns for 1 year | 8.38 | 4.09 | 205% |
| Returns for 3 years | 52.36 | 30.28 | 173% |
| Returns for 5 years | 45.94 | 37.13 | 124% |
| Returns for 10 years | 85.39 | 52.77 | 162% |
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