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DDIIX vs RLBEX
DDIIX vs RLBEX Comparison
Open Charts DDIIX vs RLBEX
Macquarie Wealth Builder Institutional
Price$15.73
Change-$0.06 (-0.38%)
VolumeN/A
Net Assets842.12M
American Funds American Balanced R4
Price$37.36
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets256.44B
DDIIX vs RLBEX Comparison Chart in %
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DDIIX vs. RLBEX commentary
Aug 27, 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 StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. DDIIX (842M). 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 : 6.65 vs. DDIIX (3.75). RLBEX return over 5 years is better than : 36.65 vs. DDIIX (31.36).
| 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 | 8.609 | 9.678 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 842M | 256B | 0% |
| Annual Yield % from dividends | 1.70 | 1.81 | 94% |
| Returns for 1 year | 3.75 | 6.65 | 56% |
| Returns for 3 years | 18.45 | 33.81 | 55% |
| Returns for 5 years | 31.36 | 36.65 | 86% |
| Returns for 10 years | 44.86 | 73.83 | 61% |
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