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DDIIX vs RLBCX
DDIIX vs RLBCX Comparison
Open Charts DDIIX vs RLBCX
Delaware Wealth Builder Institutional
Price$15.65
Change-$0.04 (-0.25%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.22
Change-$0.17 (-0.47%)
VolumeN/A
CapitalizationN/A
DDIIX vs RLBCX Comparison Chart
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DDIIX vs. RLBCX commentary
Nov 15, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 239B vs. DDIIX (898M). DDIIX pays higher dividends than RLBCX: DDIIX (2.60) vs RLBCX (1.98). DDIIX was incepted earlier than RLBCX: DDIIX (28 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. DDIIX (51.00). 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 : 21.77 vs. DDIIX (17.47). RLBCX return over 5 years is better than : 34.41 vs. DDIIX (20.49).
| DDIIX | RLBCX | DDIIX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 12.921 | 14.762 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 239B | 0% |
| Annual Yield % from dividends | 2.60 | 1.98 | 132% |
| Returns for 1 year | 17.47 | 21.77 | 80% |
| Returns for 3 years | 1.87 | 10.71 | 17% |
| Returns for 5 years | 20.49 | 34.41 | 60% |
| Returns for 10 years | 35.97 | 49.96 | 72% |
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