CLBAX
Price
$38.93
Change
+$0.05 (+0.13%)
Updated
Oct 17 closing price
Net Assets
265.62B
DDDRX
Price
$16.06
Change
+$0.06 (+0.38%)
Updated
Oct 17 closing price
Net Assets
836.81M
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CLBAX vs DDDRX

Header iconCLBAX vs DDDRX Comparison
Open Charts CLBAX vs DDDRXBanner chart's image
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Macquarie Wealth Builder R
Price$16.06
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets836.81M
CLBAX vs DDDRX Comparison Chart in %
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CLBAX vs. DDDRX commentary
Oct 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. DDDRX (837M). CLBAX pays higher dividends than DDDRX: CLBAX (1.76) vs DDDRX (1.27). 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 : 8.72 vs. DDDRX (3.09). CLBAX return over 5 years is better than : 43.96 vs. DDDRX (29.97).
CLBAXDDDRXCLBAX / DDDRX
Total Expense Ratio0.581.3144%
Annual Report Gross Expense Ratio0.581.3443%
Fund Existence24 years22 years-
Gain YTD14.65610.168144%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets266B837M31,780%
Annual Yield % from dividends1.761.27138%
Returns for 1 year8.723.09282%
Returns for 3 years51.3326.30195%
Returns for 5 years43.9629.97147%
Returns for 10 years88.0139.41223%
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