Ad is loading...
DDIIX vs RLBGX
DDIIX vs RLBGX Comparison
Open Charts DDIIX vs RLBGX
Macquarie Wealth Builder Institutional
Price$14.90
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets866.19M
American Funds American Balanced R6
Price$35.03
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
DDIIX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DDIIX vs. RLBGX commentary
Jan 19, 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: 240B vs. DDIIX (866M). 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 : 12.67 vs. DDIIX (8.63). RLBGX return over 5 years is better than : 31.72 vs. DDIIX (12.10).
| 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 | 1.017 | 1.980 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 866M | 240B | 0% |
| Annual Yield % from dividends | 2.60 | 2.55 | 102% |
| Returns for 1 year | 8.63 | 12.67 | 68% |
| Returns for 3 years | 1.80 | 13.23 | 14% |
| Returns for 5 years | 12.10 | 31.72 | 38% |
| Returns for 10 years | 29.59 | 59.02 | 50% |
View a ticker or compare two or three
VS
VS
Ad is loading...