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DDIIX vs RLBEX
DDIIX vs RLBEX Comparison
Open Charts DDIIX vs RLBEX
Macquarie Wealth Builder Institutional
Price$15.93
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets821.59M
American Funds American Balanced R4
Price$38.63
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
DDIIX vs RLBEX Comparison Chart in %
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DDIIX vs. RLBEX commentary
Nov 20, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 264B vs. DDIIX (822M). DDIIX pays higher dividends than RLBEX: DDIIX (1.85) vs RLBEX (1.71). 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 : 8.82 vs. DDIIX (4.42). RLBEX return over 5 years is better than : 38.00 vs. DDIIX (27.96).
| 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 | 10.191 | 13.718 | 74% |
| 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 | 1.71 | 108% |
| Returns for 1 year | 4.42 | 8.82 | 50% |
| Returns for 3 years | 20.38 | 40.62 | 50% |
| Returns for 5 years | 27.96 | 38.00 | 74% |
| Returns for 10 years | 44.68 | 72.83 | 61% |
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