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CLBAX vs DDDRX
CLBAX vs DDDRX Comparison
Open Charts CLBAX vs DDDRX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Nomura Wealth Builder R
Price$16.05
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets841.63M
CLBAX vs DDDRX Comparison Chart in %
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CLBAX vs. DDDRX commentary
Feb 05, 2026
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: 270B vs. DDDRX (842M). DDDRX pays higher dividends than CLBAX: DDDRX (3.07) vs CLBAX (1.89). 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 (11.35) and DDDRX (11.29) have marching annual gain over last year. CLBAX return over 5 years is better than : 37.40 vs. DDDRX (20.95).
| 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 | 2.460 | 3.101 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 842M | 32,067% |
| Annual Yield % from dividends | 1.89 | 3.07 | 62% |
| Returns for 1 year | 11.35 | 11.29 | 100% |
| Returns for 3 years | 36.75 | 23.86 | 154% |
| Returns for 5 years | 37.40 | 20.95 | 179% |
| Returns for 10 years | 100.85 | 51.85 | 194% |
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