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DDIIX vs RLBFX
DDIIX vs RLBFX Comparison
Open Charts DDIIX vs RLBFX
Macquarie Wealth Builder Institutional
Price$15.93
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets821.59M
American Funds American Balanced R5
Price$38.78
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
DDIIX vs RLBFX Comparison Chart in %
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DDIIX vs. RLBFX commentary
Nov 19, 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 264B vs. DDIIX (822M). RLBFX pays higher dividends than DDIIX: RLBFX (1.97) vs DDIIX (1.85). DDIIX was incepted earlier than RLBFX: DDIIX (29 years) vs RLBFX (24 years). DDIIX (0.84) is less costly to investors than RLBFX (0.29). DDIIX is a more actively managed with annual turnover of: 66.00 vs. RLBFX (44.00). DDIIX has a lower initial minimum investment than RLBFX: DDIIX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 9.13 vs. DDIIX (4.42). RLBFX return over 5 years is better than : 39.76 vs. DDIIX (27.96).
| DDIIX | RLBFX | DDIIX / RLBFX | |
| Total Expense Ratio | 0.81 | 0.29 | 279% |
| Annual Report Gross Expense Ratio | 0.84 | 0.29 | 290% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 10.191 | 14.008 | 73% |
| 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 | 1.97 | 94% |
| Returns for 1 year | 4.42 | 9.13 | 48% |
| Returns for 3 years | 20.38 | 41.78 | 49% |
| Returns for 5 years | 27.96 | 39.76 | 70% |
| Returns for 10 years | 44.68 | 73.89 | 60% |
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