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DDIIX vs RLBGX
DDIIX vs RLBGX Comparison
Open Charts DDIIX vs RLBGX
Macquarie Wealth Builder Institutional
Price$14.72
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets822.45M
American Funds American Balanced R6
Price$35.03
Change+$0.11 (+0.32%)
VolumeN/A
Net Assets237.83B
DDIIX vs RLBGX Comparison Chart
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DDIIX vs. RLBGX commentary
May 14, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 238B vs. DDIIX (822M). RLBGX pays higher dividends than DDIIX: RLBGX (2.31) vs DDIIX (1.65). DDIIX was incepted earlier than RLBGX: DDIIX (28 years) vs RLBGX (16 years). DDIIX (0.84) is less costly to investors than RLBGX (0.25). DDIIX is a more actively managed with annual turnover of: 66.00 vs. RLBGX (44.00). 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 : 6.50 vs. DDIIX (2.07). RLBGX return over 5 years is better than : 43.26 vs. DDIIX (35.42).
| DDIIX | RLBGX | DDIIX / RLBGX | |
| Total Expense Ratio | 0.81 | 0.25 | 324% |
| Annual Report Gross Expense Ratio | 0.84 | 0.25 | 336% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 0.316 | 2.382 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 238B | 0% |
| Annual Yield % from dividends | 1.65 | 2.31 | 71% |
| Returns for 1 year | 2.07 | 6.50 | 32% |
| Returns for 3 years | 8.21 | 23.71 | 35% |
| Returns for 5 years | 35.42 | 43.26 | 82% |
| Returns for 10 years | 25.48 | 55.54 | 46% |
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