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DDIAX vs RLBCX
DDIAX vs RLBCX Comparison
Open Charts DDIAX vs RLBCX
Macquarie Wealth Builder A
Price$15.63
Change+$0.12 (+0.77%)
VolumeN/A
Net Assets836.9M
American Funds American Balanced R3
Price$37.22
Change+$0.32 (+0.87%)
VolumeN/A
Net Assets253.74B
DDIAX vs RLBCX Comparison Chart in %
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DDIAX vs. RLBCX commentary
Aug 13, 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 DDIAX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 254B vs. DDIAX (837M). RLBCX pays higher dividends than DDIAX: RLBCX (1.56) vs DDIAX (1.46). DDIAX was incepted earlier than RLBCX: DDIAX (29 years) vs RLBCX (23 years). DDIAX (1.09) is less costly to investors than RLBCX (0.89). DDIAX is a more actively managed with annual turnover of: 66.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than DDIAX: RLBCX (250) vs DDIAX (1000). RLBCX annual gain was more profitable for investors over the last year : 10.18 vs. DDIAX (5.51). RLBCX return over 5 years is better than : 36.32 vs. DDIAX (28.46).
| DDIAX | RLBCX | DDIAX / RLBCX | |
| Total Expense Ratio | 1.06 | 0.89 | 119% |
| Annual Report Gross Expense Ratio | 1.09 | 0.89 | 122% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 6.351 | 9.625 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 837M | 254B | 0% |
| Annual Yield % from dividends | 1.46 | 1.56 | 94% |
| Returns for 1 year | 5.51 | 10.18 | 54% |
| Returns for 3 years | 11.72 | 28.87 | 41% |
| Returns for 5 years | 28.46 | 36.32 | 78% |
| Returns for 10 years | 35.23 | 63.51 | 55% |
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