Interact to see
Advertisement
Advertisement
DDIIX vs RLBCX
DDIIX vs RLBCX Comparison
Open Charts DDIIX vs RLBCX
Macquarie Wealth Builder Institutional
Price$16.13
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets847.45M
American Funds American Balanced R3
Price$38.77
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
DDIIX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DDIIX vs. RLBCX commentary
Oct 07, 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: 266B vs. DDIIX (847M). DDIIX pays higher dividends than RLBCX: DDIIX (1.74) vs RLBCX (1.49). 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 : 9.24 vs. DDIIX (5.54). RLBCX return over 5 years is better than : 41.76 vs. DDIIX (34.97).
| 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 | 11.296 | 14.423 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 266B | 0% |
| Annual Yield % from dividends | 1.74 | 1.49 | 117% |
| Returns for 1 year | 5.54 | 9.24 | 60% |
| Returns for 3 years | 30.17 | 50.17 | 60% |
| Returns for 5 years | 34.97 | 41.76 | 84% |
| Returns for 10 years | 46.41 | 73.69 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement