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DDIIX vs RLBGX
DDIIX vs RLBGX Comparison
Open Charts DDIIX vs RLBGX
Macquarie Wealth Builder Institutional
Price$14.18
Change-$0.44 (-3.01%)
VolumeN/A
Net Assets828.78M
American Funds American Balanced R6
Price$33.50
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
DDIIX vs RLBGX Comparison Chart
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DDIIX vs. RLBGX commentary
Apr 04, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 235B vs. DDIIX (829M). RLBGX pays higher dividends than DDIIX: RLBGX (2.31) vs DDIIX (1.59). DDIIX was incepted earlier than RLBGX: DDIIX (28 years) vs RLBGX (16 years). DDIIX (0.82) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. DDIIX (66.00). 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 : 1.70 vs. DDIIX (1.06). RLBGX return over 5 years is better than : 48.29 vs. DDIIX (44.20).
| DDIIX | RLBGX | DDIIX / RLBGX | |
| Total Expense Ratio | 0.81 | 0.25 | 324% |
| Annual Report Gross Expense Ratio | 0.82 | 0.25 | 328% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | -0.335 | -2.089 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 235B | 0% |
| Annual Yield % from dividends | 1.59 | 2.31 | 69% |
| Returns for 1 year | 1.06 | 1.70 | 62% |
| Returns for 3 years | 0.05 | 10.05 | 1% |
| Returns for 5 years | 44.20 | 48.29 | 92% |
| Returns for 10 years | 24.94 | 50.83 | 49% |
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