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DDIIX vs RLEFX
DDIIX vs RLEFX Comparison
Open Charts DDIIX vs RLEFX
Macquarie Wealth Builder Institutional
Price$14.80
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets823.37M
American Funds American Balanced R5E
Price$35.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
DDIIX vs RLEFX Comparison Chart
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DDIIX vs. RLEFX commentary
Jun 06, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. DDIIX (823M). RLEFX pays higher dividends than DDIIX: RLEFX (2.09) vs DDIIX (1.65). DDIIX was incepted earlier than RLEFX: DDIIX (29 years) vs RLEFX (10 years). DDIIX (0.84) is less costly to investors than RLEFX (0.39). DDIIX is a more actively managed with annual turnover of: 66.00 vs. RLEFX (44.00). DDIIX has a lower initial minimum investment than RLEFX: DDIIX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 7.16 vs. DDIIX (1.64). RLEFX return over 5 years is better than : 35.68 vs. DDIIX (24.07).
| DDIIX | RLEFX | DDIIX / RLEFX | |
| Total Expense Ratio | 0.81 | 0.39 | 208% |
| Annual Report Gross Expense Ratio | 0.84 | 0.39 | 215% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 1.453 | 4.659 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 823M | 244B | 0% |
| Annual Yield % from dividends | 1.65 | 2.09 | 79% |
| Returns for 1 year | 1.64 | 7.16 | 23% |
| Returns for 3 years | 7.60 | 23.58 | 32% |
| Returns for 5 years | 24.07 | 35.68 | 67% |
| Returns for 10 years | 29.39 | N/A | - |
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