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CLBAX vs DDDRX
CLBAX vs DDDRX Comparison
Open Charts CLBAX vs DDDRX
American Funds American Balanced 529A
Price$37.22
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.61B
Macquarie Wealth Builder R
Price$15.65
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets839.19M
CLBAX vs DDDRX Comparison Chart in %
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CLBAX vs. DDDRX commentary
Aug 20, 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 Buy and DDDRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. DDDRX (839M). CLBAX pays higher dividends than DDDRX: CLBAX (1.82) vs DDDRX (1.21). 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 : 6.80 vs. DDDRX (2.82). CLBAX return over 5 years is better than : 39.36 vs. DDDRX (28.53).
| 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 | 9.306 | 7.072 | 132% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 839M | 30,513% |
| Annual Yield % from dividends | 1.82 | 1.21 | 150% |
| Returns for 1 year | 6.80 | 2.82 | 241% |
| Returns for 3 years | 31.60 | 12.81 | 247% |
| Returns for 5 years | 39.36 | 28.53 | 138% |
| Returns for 10 years | 84.68 | 38.19 | 222% |
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