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DDIIX vs RLBGX
DDIIX vs RLBGX Comparison
Open Charts DDIIX vs RLBGX
Delaware Wealth Builder Institutional
Price$15.00
Change-$0.06 (-0.40%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$35.09
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
DDIIX vs RLBGX Comparison Chart
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DDIIX vs. RLBGX commentary
Dec 18, 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 Hold and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 230B vs. DDIIX (854M). DDIIX (2.60) and RLBGX (2.55) have matching dividends . DDIIX was incepted earlier than RLBGX: DDIIX (28 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. DDIIX (51.00). DDIIX has a lower initial minimum investment than RLBGX: DDIIX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 12.83 vs. DDIIX (9.12). RLBGX return over 5 years is better than : 34.51 vs. DDIIX (15.27).
| DDIIX | RLBGX | DDIIX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 8.200 | 11.811 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 854M | 230B | 0% |
| Annual Yield % from dividends | 2.60 | 2.55 | 102% |
| Returns for 1 year | 9.12 | 12.83 | 71% |
| Returns for 3 years | 3.49 | 12.48 | 28% |
| Returns for 5 years | 15.27 | 34.51 | 44% |
| Returns for 10 years | 30.00 | 49.12 | 61% |
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