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DDIAX vs RLBGX
DDIAX vs RLBGX Comparison
Open Charts DDIAX vs RLBGX
Macquarie Wealth Builder A
Price$14.18
Change-$0.43 (-2.94%)
VolumeN/A
Net Assets828.78M
American Funds American Balanced R6
Price$33.50
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
DDIAX vs RLBGX Comparison Chart
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DDIAX vs. RLBGX commentary
Apr 04, 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 235B vs. DDIAX (829M). RLBGX pays higher dividends than DDIAX: RLBGX (2.31) vs DDIAX (1.34). DDIAX was incepted earlier than RLBGX: DDIAX (28 years) vs RLBGX (16 years). DDIAX (1.07) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. DDIAX (66.00). RLBGX has a lower initial minimum investment than DDIAX: RLBGX (250) vs DDIAX (1000). RLBGX annual gain was more profitable for investors over the last year : 1.70 vs. DDIAX (0.74). RLBGX return over 5 years is better than : 48.29 vs. DDIAX (42.87).
| DDIAX | RLBGX | DDIAX / RLBGX | |
| Total Expense Ratio | 1.06 | 0.25 | 424% |
| Annual Report Gross Expense Ratio | 1.07 | 0.25 | 428% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | -0.464 | -2.089 | 22% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 235B | 0% |
| Annual Yield % from dividends | 1.34 | 2.31 | 58% |
| Returns for 1 year | 0.74 | 1.70 | 44% |
| Returns for 3 years | -0.59 | 10.05 | -6% |
| Returns for 5 years | 42.87 | 48.29 | 89% |
| Returns for 10 years | 22.70 | 50.83 | 45% |
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