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DDIAX vs RLEFX
DDIAX vs RLEFX Comparison
Open Charts DDIAX vs RLEFX
Macquarie Wealth Builder A
Price$14.18
Change-$0.43 (-2.94%)
VolumeN/A
Net Assets828.78M
American Funds American Balanced R5E
Price$33.46
Change-$0.87 (-2.53%)
VolumeN/A
Net Assets235.03B
DDIAX vs RLEFX Comparison Chart
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DDIAX vs. RLEFX 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. DDIAX (829M). RLEFX pays higher dividends than DDIAX: RLEFX (2.16) vs DDIAX (1.34). DDIAX was incepted earlier than RLEFX: DDIAX (28 years) vs RLEFX (9 years). DDIAX (1.07) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. DDIAX (66.00). RLEFX has a lower initial minimum investment than DDIAX: RLEFX (250) vs DDIAX (1000). RLEFX annual gain was more profitable for investors over the last year : 1.58 vs. DDIAX (0.74). RLEFX return over 5 years is better than : 47.40 vs. DDIAX (42.87).
| DDIAX | RLEFX | DDIAX / RLEFX | |
| Total Expense Ratio | 1.06 | 0.40 | 265% |
| Annual Report Gross Expense Ratio | 1.07 | 0.40 | 268% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | -0.464 | -2.100 | 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 | 2.16 | 62% |
| Returns for 1 year | 0.74 | 1.58 | 47% |
| Returns for 3 years | -0.59 | 9.71 | -6% |
| Returns for 5 years | 42.87 | 47.40 | 90% |
| Returns for 10 years | 22.70 | N/A | - |
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