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DDIIX vs RLBGX
DDIIX vs RLBGX Comparison
Open Charts DDIIX vs RLBGX
Macquarie Wealth Builder Institutional
Price$15.31
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets843.9M
American Funds American Balanced R6
Price$36.86
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets252.9B
DDIIX vs RLBGX Comparison Chart in %
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DDIIX vs. RLBGX commentary
Jul 12, 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: 253B vs. DDIIX (844M). RLBGX pays higher dividends than DDIIX: RLBGX (2.15) 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 : 7.17 vs. DDIIX (3.40). RLBGX return over 5 years is better than : 42.13 vs. DDIIX (33.87).
| 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 | 5.512 | 8.142 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 253B | 0% |
| Annual Yield % from dividends | 1.68 | 2.15 | 78% |
| Returns for 1 year | 3.40 | 7.17 | 47% |
| Returns for 3 years | 19.42 | 37.30 | 52% |
| Returns for 5 years | 33.87 | 42.13 | 80% |
| Returns for 10 years | 34.96 | 66.20 | 53% |
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