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DDIIX vs RLBFX
DDIIX vs RLBFX Comparison
Open Charts DDIIX vs RLBFX
Macquarie Wealth Builder Institutional
Price$15.42
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets835.58M
American Funds American Balanced R5
Price$37.03
Change-$0.21 (-0.56%)
VolumeN/A
Net Assets253.92B
DDIIX vs RLBFX Comparison Chart in %
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DDIIX vs. RLBFX commentary
Aug 06, 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. DDIIX (836M). RLBFX pays higher dividends than DDIIX: RLBFX (2.08) vs DDIIX (1.70). DDIIX was incepted earlier than RLBFX: DDIIX (29 years) vs RLBFX (23 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 : 10.13 vs. DDIIX (3.73). RLBFX return over 5 years is better than : 39.24 vs. DDIIX (28.62).
| 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 | 23 years | - |
| Gain YTD | 4.930 | 9.101 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 836M | 254B | 0% |
| Annual Yield % from dividends | 1.70 | 2.08 | 82% |
| Returns for 1 year | 3.73 | 10.13 | 37% |
| Returns for 3 years | 13.82 | 32.63 | 42% |
| Returns for 5 years | 28.62 | 39.24 | 73% |
| Returns for 10 years | 35.94 | 68.35 | 53% |
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