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DDIIX vs RLBEX
DDIIX vs RLBEX Comparison
Open Charts DDIIX vs RLBEX
Macquarie Wealth Builder Institutional
Price$15.42
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets835.58M
American Funds American Balanced R4
Price$36.90
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
DDIIX vs RLBEX Comparison Chart in %
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DDIIX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. DDIIX (836M). RLBEX pays higher dividends than DDIIX: RLBEX (1.81) vs DDIIX (1.70). DDIIX was incepted earlier than RLBEX: DDIIX (29 years) vs RLBEX (23 years). DDIIX (0.84) is less costly to investors than RLBEX (0.59). DDIIX is a more actively managed with annual turnover of: 66.00 vs. RLBEX (44.00). DDIIX has a lower initial minimum investment than RLBEX: DDIIX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 10.96 vs. DDIIX (3.73). RLBEX return over 5 years is better than : 36.45 vs. DDIIX (28.62).
| DDIIX | RLBEX | DDIIX / RLBEX | |
| Total Expense Ratio | 0.81 | 0.59 | 137% |
| Annual Report Gross Expense Ratio | 0.84 | 0.59 | 142% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 4.930 | 8.328 | 59% |
| 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 | 1.81 | 94% |
| Returns for 1 year | 3.73 | 10.96 | 34% |
| Returns for 3 years | 13.82 | 30.87 | 45% |
| Returns for 5 years | 28.62 | 36.45 | 79% |
| Returns for 10 years | 35.94 | 66.50 | 54% |
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