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CLBAX vs DDIIX
CLBAX vs DDIIX Comparison
Open Charts CLBAX vs DDIIX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Macquarie Wealth Builder Institutional
Price$15.89
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets843.55M
CLBAX vs DDIIX Comparison Chart in %
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CLBAX vs. DDIIX commentary
Sep 09, 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 DDIIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. DDIIX (844M). CLBAX pays higher dividends than DDIIX: CLBAX (1.80) vs DDIIX (1.68). 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 : 11.72 vs. DDIIX (6.75). CLBAX return over 5 years is better than : 42.50 vs. DDIIX (33.32).
| 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 | 11.803 | 9.297 | 127% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 844M | 30,687% |
| Annual Yield % from dividends | 1.80 | 1.68 | 107% |
| Returns for 1 year | 11.72 | 6.75 | 174% |
| Returns for 3 years | 38.19 | 19.70 | 194% |
| Returns for 5 years | 42.50 | 33.32 | 128% |
| Returns for 10 years | 89.77 | 47.25 | 190% |
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