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DDIIX vs RLBFX
DDIIX vs RLBFX Comparison
Open Charts DDIIX vs RLBFX
Delaware Wealth Builder Institutional
Price$15.65
Change-$0.04 (-0.25%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.53
Change-$0.16 (-0.44%)
VolumeN/A
CapitalizationN/A
DDIIX vs RLBFX Comparison Chart
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DDIIX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 239B vs. DDIIX (898M). DDIIX (2.60) and RLBFX (2.50) have matching dividends . DDIIX was incepted earlier than RLBFX: DDIIX (28 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. DDIIX (51.00). 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 : 22.54 vs. DDIIX (17.47). RLBFX return over 5 years is better than : 37.76 vs. DDIIX (20.49).
| DDIIX | RLBFX | DDIIX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 12.921 | 15.373 | 84% |
| 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 | 2.50 | 104% |
| Returns for 1 year | 17.47 | 22.54 | 78% |
| Returns for 3 years | 1.87 | 12.21 | 15% |
| Returns for 5 years | 20.49 | 37.76 | 54% |
| Returns for 10 years | 35.97 | 55.13 | 65% |
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