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DDIAX vs RLBCX
DDIAX vs RLBCX Comparison
Open Charts DDIAX vs RLBCX
Macquarie Wealth Builder A
Price$16.05
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets836.81M
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
DDIAX vs RLBCX Comparison Chart in %
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DDIAX vs. RLBCX commentary
Oct 19, 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 DDIAX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. DDIAX (837M). DDIAX (1.50) and RLBCX (1.49) have matching dividends . DDIAX was incepted earlier than RLBCX: DDIAX (29 years) vs RLBCX (23 years). DDIAX (1.09) is less costly to investors than RLBCX (0.89). DDIAX is a more actively managed with annual turnover of: 66.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than DDIAX: RLBCX (250) vs DDIAX (1000). RLBCX annual gain was more profitable for investors over the last year : 8.34 vs. DDIAX (3.42). RLBCX return over 5 years is better than : 40.24 vs. DDIAX (31.33).
| DDIAX | RLBCX | DDIAX / RLBCX | |
| Total Expense Ratio | 1.06 | 0.89 | 119% |
| Annual Report Gross Expense Ratio | 1.09 | 0.89 | 122% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 10.389 | 14.364 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 837M | 265B | 0% |
| Annual Yield % from dividends | 1.50 | 1.49 | 101% |
| Returns for 1 year | 3.42 | 8.34 | 41% |
| Returns for 3 years | 27.13 | 49.26 | 55% |
| Returns for 5 years | 31.33 | 40.24 | 78% |
| Returns for 10 years | 42.00 | 72.18 | 58% |
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