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DDIIX vs RLBFX
DDIIX vs RLBFX Comparison
Open Charts DDIIX vs RLBFX
Macquarie Wealth Builder Institutional
Price$16.13
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets847.45M
American Funds American Balanced R5
Price$39.10
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets265.73B
DDIIX vs RLBFX Comparison Chart in %
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DDIIX vs. RLBFX commentary
Oct 07, 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: 266B vs. DDIIX (847M). RLBFX pays higher dividends than DDIIX: RLBFX (2.00) vs DDIIX (1.74). 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 : 9.94 vs. DDIIX (5.54). RLBFX return over 5 years is better than : 45.45 vs. DDIIX (34.97).
| 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 | 11.296 | 14.948 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 266B | 0% |
| Annual Yield % from dividends | 1.74 | 2.00 | 87% |
| Returns for 1 year | 5.54 | 9.94 | 56% |
| Returns for 3 years | 30.17 | 52.76 | 57% |
| Returns for 5 years | 34.97 | 45.45 | 77% |
| Returns for 10 years | 46.41 | 80.43 | 58% |
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