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DDIIX vs RLEFX
DDIIX vs RLEFX Comparison
Open Charts DDIIX vs RLEFX
Macquarie Wealth Builder Institutional
Price$14.72
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets822.45M
American Funds American Balanced R5E
Price$34.97
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets237.83B
DDIIX vs RLEFX Comparison Chart
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DDIIX vs. RLEFX commentary
May 14, 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: 238B vs. DDIIX (822M). RLEFX pays higher dividends than DDIIX: RLEFX (2.17) vs DDIIX (1.65). DDIIX was incepted earlier than RLEFX: DDIIX (28 years) vs RLEFX (9 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 : 6.32 vs. DDIIX (2.07). RLEFX return over 5 years is better than : 42.31 vs. DDIIX (35.42).
| DDIIX | RLEFX | DDIIX / RLEFX | |
| Total Expense Ratio | 0.81 | 0.39 | 208% |
| Annual Report Gross Expense Ratio | 0.84 | 0.39 | 215% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 0.316 | 2.318 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 238B | 0% |
| Annual Yield % from dividends | 1.65 | 2.17 | 76% |
| Returns for 1 year | 2.07 | 6.32 | 33% |
| Returns for 3 years | 8.21 | 23.23 | 35% |
| Returns for 5 years | 35.42 | 42.31 | 84% |
| Returns for 10 years | 25.48 | N/A | - |
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