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DDIIX vs RLEFX
DDIIX vs RLEFX Comparison
Open Charts DDIIX vs RLEFX
Macquarie Wealth Builder Institutional
Price$14.96
Change-$0.12 (-0.80%)
VolumeN/A
Net Assets859.37M
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
DDIIX vs RLEFX Comparison Chart
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DDIIX vs. RLEFX commentary
Feb 23, 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. DDIIX (859M). DDIIX pays higher dividends than RLEFX: DDIIX (2.60) vs RLEFX (2.42). DDIIX was incepted earlier than RLEFX: DDIIX (28 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. DDIIX (51.00). 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 : 9.42 vs. DDIIX (5.92). RLEFX return over 5 years is better than : 31.16 vs. DDIIX (13.59).
| DDIIX | RLEFX | DDIIX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 1.717 | 2.915 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 859M | 242B | 0% |
| Annual Yield % from dividends | 2.60 | 2.42 | 108% |
| Returns for 1 year | 5.92 | 9.42 | 63% |
| Returns for 3 years | 6.13 | 18.08 | 34% |
| Returns for 5 years | 13.59 | 31.16 | 44% |
| Returns for 10 years | 27.60 | N/A | - |
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