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DDIIX vs RLBEX
DDIIX vs RLBEX Comparison
Open Charts DDIIX vs RLBEX
Delaware Wealth Builder Institutional
Price$15.65
Change-$0.04 (-0.25%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.39
Change-$0.17 (-0.46%)
VolumeN/A
CapitalizationN/A
DDIIX vs RLBEX Comparison Chart
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DDIIX vs. RLBEX commentary
Nov 15, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 239B vs. DDIIX (898M). DDIIX pays higher dividends than RLBEX: DDIIX (2.60) vs RLBEX (2.24). DDIIX was incepted earlier than RLBEX: DDIIX (28 years) vs RLBEX (22 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. DDIIX (51.00). 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 : 22.12 vs. DDIIX (17.47). RLBEX return over 5 years is better than : 36.83 vs. DDIIX (20.49).
| DDIIX | RLBEX | DDIIX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 12.921 | 15.039 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 239B | 0% |
| Annual Yield % from dividends | 2.60 | 2.24 | 116% |
| Returns for 1 year | 17.47 | 22.12 | 79% |
| Returns for 3 years | 1.87 | 11.47 | 16% |
| Returns for 5 years | 20.49 | 36.83 | 56% |
| Returns for 10 years | 35.97 | 54.44 | 66% |
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