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CLBAX vs DDIIX
CLBAX vs DDIIX Comparison
Open Charts CLBAX vs DDIIX
American Funds American Balanced 529A
Price$38.27
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Nomura Wealth Builder Institutional
Price$15.83
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets831.79M
CLBAX vs DDIIX Comparison Chart in %
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CLBAX vs. DDIIX commentary
Jan 16, 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 DDIIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. DDIIX (832M). DDIIX pays higher dividends than CLBAX: DDIIX (3.65) vs CLBAX (1.94). CLBAX was incepted earlier than DDIIX: CLBAX (24 years) vs DDIIX (29 years). DDIIX (0.84) is less costly to investors than CLBAX (0.58). DDIIX is a more actively managed with annual turnover of: 66.00 vs. CLBAX (44.00). DDIIX has a lower initial minimum investment than CLBAX: DDIIX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 14.23 vs. DDIIX (12.04). CLBAX return over 5 years is better than : 38.44 vs. DDIIX (22.60).
| CLBAX | DDIIX | CLBAX / DDIIX | |
| Total Expense Ratio | 0.58 | 0.81 | 72% |
| Annual Report Gross Expense Ratio | 0.58 | 0.84 | 69% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 2.326 | 1.670 | 139% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 832M | 32,452% |
| Annual Yield % from dividends | 1.94 | 3.65 | 53% |
| Returns for 1 year | 14.23 | 12.04 | 118% |
| Returns for 3 years | 37.73 | 25.95 | 145% |
| Returns for 5 years | 38.44 | 22.60 | 170% |
| Returns for 10 years | 101.82 | 55.95 | 182% |
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