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DDIIX vs RLBGX
DDIIX vs RLBGX Comparison
Open Charts DDIIX vs RLBGX
Macquarie Wealth Builder Institutional
Price$16.00
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets845.22M
American Funds American Balanced R6
Price$38.66
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets263.06B
DDIIX vs RLBGX Comparison Chart in %
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DDIIX vs. RLBGX commentary
Sep 16, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 263B vs. DDIIX (845M). RLBGX pays higher dividends than DDIIX: RLBGX (2.09) vs DDIIX (1.68). DDIIX was incepted earlier than RLBGX: DDIIX (29 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 : 10.09 vs. DDIIX (5.07). RLBGX return over 5 years is better than : 44.00 vs. DDIIX (33.04).
| DDIIX | RLBGX | DDIIX / RLBGX | |
| Total Expense Ratio | 0.81 | 0.25 | 324% |
| Annual Report Gross Expense Ratio | 0.84 | 0.25 | 336% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 9.916 | 13.423 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 263B | 0% |
| Annual Yield % from dividends | 1.68 | 2.09 | 80% |
| Returns for 1 year | 5.07 | 10.09 | 50% |
| Returns for 3 years | 23.63 | 44.56 | 53% |
| Returns for 5 years | 33.04 | 44.00 | 75% |
| Returns for 10 years | 48.09 | 83.03 | 58% |
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