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CLBAX vs DDIIX
CLBAX vs DDIIX Comparison
Open Charts CLBAX vs DDIIX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Macquarie Wealth Builder Institutional
Price$15.63
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets840.86M
CLBAX vs DDIIX Comparison Chart in %
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CLBAX vs. DDIIX commentary
Aug 18, 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: 256B vs. DDIIX (841M). CLBAX pays higher dividends than DDIIX: CLBAX (1.82) vs DDIIX (1.70). 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 : 7.96 vs. DDIIX (4.29). CLBAX return over 5 years is better than : 39.83 vs. DDIIX (30.55).
| 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 | 9.747 | 7.334 | 133% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 841M | 30,440% |
| Annual Yield % from dividends | 1.82 | 1.70 | 107% |
| Returns for 1 year | 7.96 | 4.29 | 185% |
| Returns for 3 years | 30.56 | 13.09 | 233% |
| Returns for 5 years | 39.83 | 30.55 | 130% |
| Returns for 10 years | 78.78 | 38.54 | 204% |
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