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DDIAX vs RLBFX
DDIAX vs RLBFX Comparison
Open Charts DDIAX vs RLBFX
Macquarie Wealth Builder A
Price$16.05
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets836.81M
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
DDIAX vs RLBFX Comparison Chart in %
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DDIAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. DDIAX (837M). RLBFX pays higher dividends than DDIAX: RLBFX (2.00) vs DDIAX (1.50). DDIAX was incepted earlier than RLBFX: DDIAX (29 years) vs RLBFX (23 years). DDIAX (1.09) is less costly to investors than RLBFX (0.29). DDIAX is a more actively managed with annual turnover of: 66.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than DDIAX: RLBFX (250) vs DDIAX (1000). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. DDIAX (3.42). RLBFX return over 5 years is better than : 43.90 vs. DDIAX (31.33).
| DDIAX | RLBFX | DDIAX / RLBFX | |
| Total Expense Ratio | 1.06 | 0.29 | 366% |
| Annual Report Gross Expense Ratio | 1.09 | 0.29 | 376% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 10.389 | 14.890 | 70% |
| 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 | 2.00 | 75% |
| Returns for 1 year | 3.42 | 9.05 | 38% |
| Returns for 3 years | 27.13 | 51.85 | 52% |
| Returns for 5 years | 31.33 | 43.90 | 71% |
| Returns for 10 years | 42.00 | 78.80 | 53% |
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