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CLBAX vs DDDRX
CLBAX vs DDDRX Comparison
Open Charts CLBAX vs DDDRX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Macquarie Wealth Builder R
Price$15.99
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets841.85M
CLBAX vs DDDRX Comparison Chart in %
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CLBAX vs. DDDRX 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 CLBAX is a Hold and DDDRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. DDDRX (842M). CLBAX pays higher dividends than DDDRX: CLBAX (1.80) vs DDDRX (1.20). CLBAX was incepted earlier than DDDRX: CLBAX (24 years) vs DDDRX (22 years). DDDRX (1.34) is less costly to investors than CLBAX (0.58). DDDRX is a more actively managed with annual turnover of: 66.00 vs. CLBAX (44.00). DDDRX has a lower initial minimum investment than CLBAX: DDDRX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 7.82 vs. DDDRX (3.49). CLBAX return over 5 years is better than : 45.97 vs. DDDRX (34.40).
| CLBAX | DDDRX | CLBAX / DDDRX | |
| Total Expense Ratio | 0.58 | 1.31 | 44% |
| Annual Report Gross Expense Ratio | 0.58 | 1.34 | 43% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 12.860 | 9.688 | 133% |
| Front Load | 4% | 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 | 1.80 | 1.20 | 149% |
| Returns for 1 year | 7.82 | 3.49 | 224% |
| Returns for 3 years | 51.69 | 28.45 | 182% |
| Returns for 5 years | 45.97 | 34.40 | 134% |
| Returns for 10 years | 95.16 | 47.25 | 201% |
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