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DDIIX vs RLBCX
DDIIX vs RLBCX Comparison
Open Charts DDIIX vs RLBCX
Macquarie Wealth Builder Institutional
Price$15.42
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets835.58M
American Funds American Balanced R3
Price$36.71
Change-$0.21 (-0.57%)
VolumeN/A
Net Assets253.92B
DDIIX vs RLBCX Comparison Chart in %
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DDIIX vs. RLBCX commentary
Aug 06, 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 254B vs. DDIIX (836M). DDIIX pays higher dividends than RLBCX: DDIIX (1.70) vs RLBCX (1.56). 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 : 9.42 vs. DDIIX (3.73). RLBCX return over 5 years is better than : 35.73 vs. DDIIX (28.62).
| 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 | 4.930 | 8.742 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 836M | 254B | 0% |
| Annual Yield % from dividends | 1.70 | 1.56 | 109% |
| Returns for 1 year | 3.73 | 9.42 | 40% |
| Returns for 3 years | 13.82 | 30.56 | 45% |
| Returns for 5 years | 28.62 | 35.73 | 80% |
| Returns for 10 years | 35.94 | 62.32 | 58% |