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DDIIX vs RLBEX
DDIIX vs RLBEX Comparison
Open Charts DDIIX vs RLBEX
Macquarie Wealth Builder Institutional
Price$16.00
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets845.22M
American Funds American Balanced R4
Price$38.57
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets263.06B
DDIIX vs RLBEX Comparison Chart in %
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DDIIX vs. RLBEX commentary
Sep 16, 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: 263B vs. DDIIX (845M). RLBEX pays higher dividends than DDIIX: RLBEX (1.79) vs DDIIX (1.68). 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 : 9.80 vs. DDIIX (5.07). RLBEX return over 5 years is better than : 42.00 vs. DDIIX (33.04).
| 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 | 9.916 | 13.230 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 263B | 0% |
| Annual Yield % from dividends | 1.68 | 1.79 | 94% |
| Returns for 1 year | 5.07 | 9.80 | 52% |
| Returns for 3 years | 23.63 | 43.28 | 55% |
| Returns for 5 years | 33.04 | 42.00 | 79% |
| Returns for 10 years | 48.09 | 81.58 | 59% |
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