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DDIIX vs RLEFX
DDIIX vs RLEFX Comparison
Open Charts DDIIX vs RLEFX
Macquarie Wealth Builder Institutional
Price$13.99
Change+$0.11 (+0.79%)
VolumeN/A
Net Assets782.01M
American Funds American Balanced R5E
Price$33.24
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
DDIIX vs RLEFX Comparison Chart
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DDIIX vs. RLEFX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B vs. DDIIX (782M). RLEFX pays higher dividends than DDIIX: RLEFX (2.16) vs DDIIX (1.59). DDIIX was incepted earlier than RLEFX: DDIIX (28 years) vs RLEFX (9 years). DDIIX (0.82) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. DDIIX (66.00). 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 : 1.84 vs. DDIIX (-1.67). RLEFX return over 5 years is better than : 33.74 vs. DDIIX (26.76).
| DDIIX | RLEFX | DDIIX / RLEFX | |
| Total Expense Ratio | 0.81 | 0.40 | 203% |
| Annual Report Gross Expense Ratio | 0.82 | 0.40 | 205% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | -5.215 | -3.738 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 225B | 0% |
| Annual Yield % from dividends | 1.59 | 2.16 | 74% |
| Returns for 1 year | -1.67 | 1.84 | -91% |
| Returns for 3 years | -1.40 | 12.56 | -11% |
| Returns for 5 years | 26.76 | 33.74 | 79% |
| Returns for 10 years | 18.14 | N/A | - |
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