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DDIIX vs RLEFX
DDIIX vs RLEFX Comparison
Open Charts DDIIX vs RLEFX
Macquarie Wealth Builder Institutional
Price$14.62
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets826.7M
American Funds American Balanced R5E
Price$34.33
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
DDIIX vs RLEFX Comparison Chart
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DDIIX vs. RLEFX commentary
Apr 04, 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. DDIIX (827M). 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 : 4.47 vs. DDIIX (0.92). RLEFX return over 5 years is better than : 51.23 vs. DDIIX (43.81).
| 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 | -0.608 | 0.446 | -136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 234B | 0% |
| Annual Yield % from dividends | 1.59 | 2.16 | 74% |
| Returns for 1 year | 0.92 | 4.47 | 21% |
| Returns for 3 years | 0.10 | 12.95 | 1% |
| Returns for 5 years | 43.81 | 51.23 | 86% |
| Returns for 10 years | 25.41 | N/A | - |
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