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CLBAX vs DDIIX
CLBAX vs DDIIX Comparison
Open Charts CLBAX vs DDIIX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Macquarie Wealth Builder Institutional
Price$16.05
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets836.81M
CLBAX vs DDIIX Comparison Chart in %
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CLBAX vs. DDIIX 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 DDIIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. DDIIX (837M). CLBAX (1.76) and DDIIX (1.74) have matching dividends . 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 : 8.72 vs. DDIIX (3.69). CLBAX return over 5 years is better than : 43.96 vs. DDIIX (32.60).
| 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 | 14.656 | 10.607 | 138% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 837M | 31,780% |
| Annual Yield % from dividends | 1.76 | 1.74 | 101% |
| Returns for 1 year | 8.72 | 3.69 | 236% |
| Returns for 3 years | 51.33 | 28.01 | 183% |
| Returns for 5 years | 43.96 | 32.60 | 135% |
| Returns for 10 years | 88.01 | 44.63 | 197% |