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DDIIX vs RLBCX
DDIIX vs RLBCX Comparison
Open Charts DDIIX vs RLBCX
Macquarie Wealth Builder Institutional
Price$16.00
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets845.22M
American Funds American Balanced R3
Price$38.39
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets263.06B
DDIIX vs RLBCX Comparison Chart in %
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DDIIX vs. RLBCX commentary
Sep 16, 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 DDIIX is a StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. DDIIX (845M). DDIIX pays higher dividends than RLBCX: DDIIX (1.68) vs RLBCX (1.53). DDIIX was incepted earlier than RLBCX: DDIIX (29 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than DDIIX (0.84). DDIIX is a more actively managed with annual turnover of: 66.00 vs. RLBCX (44.00). DDIIX has a lower initial minimum investment than RLBCX: DDIIX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 9.50 vs. DDIIX (5.07). RLBCX return over 5 years is better than : 40.28 vs. DDIIX (33.04).
| DDIIX | RLBCX | DDIIX / RLBCX | |
| Total Expense Ratio | 0.81 | 0.89 | 91% |
| Annual Report Gross Expense Ratio | 0.84 | 0.89 | 94% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 9.916 | 13.071 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 263B | 0% |
| Annual Yield % from dividends | 1.68 | 1.53 | 109% |
| Returns for 1 year | 5.07 | 9.50 | 53% |
| Returns for 3 years | 23.63 | 42.14 | 56% |
| Returns for 5 years | 33.04 | 40.28 | 82% |
| Returns for 10 years | 48.09 | 76.06 | 63% |
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