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DDIIX vs RLBCX
DDIIX vs RLBCX Comparison
Open Charts DDIIX vs RLBCX
Macquarie Wealth Builder Institutional
Price$15.93
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets821.59M
American Funds American Balanced R3
Price$38.43
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
DDIIX vs RLBCX Comparison Chart in %
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DDIIX vs. RLBCX commentary
Nov 19, 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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 264B vs. DDIIX (822M). DDIIX pays higher dividends than RLBCX: DDIIX (1.85) vs RLBCX (1.46). 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 : 8.46 vs. DDIIX (4.42). RLBCX return over 5 years is better than : 36.24 vs. DDIIX (27.96).
| 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 | 10.191 | 13.420 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 264B | 0% |
| Annual Yield % from dividends | 1.85 | 1.46 | 127% |
| Returns for 1 year | 4.42 | 8.46 | 52% |
| Returns for 3 years | 20.38 | 39.37 | 52% |
| Returns for 5 years | 27.96 | 36.24 | 77% |
| Returns for 10 years | 44.68 | 67.41 | 66% |
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