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DDIIX vs RLBCX
DDIIX vs RLBCX Comparison
Open Charts DDIIX vs RLBCX
Macquarie Wealth Builder Institutional
Price$15.89
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets843.55M
American Funds American Balanced R3
Price$37.88
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
DDIIX vs RLBCX Comparison Chart in %
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DDIIX vs. RLBCX commentary
Sep 09, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 259B vs. DDIIX (844M). DDIIX pays higher dividends than RLBCX: DDIIX (1.68) vs RLBCX (1.53). DDIIX was incepted earlier than RLBCX: DDIIX (29 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than DDIIX (0.84). DDIIX is a more actively managed with annual turnover of: 66.00 vs. RLBCX (44.00). DDIIX has a lower initial minimum investment than RLBCX: DDIIX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 11.35 vs. DDIIX (6.75). RLBCX return over 5 years is better than : 38.83 vs. DDIIX (33.32).
| DDIIX | RLBCX | DDIIX / RLBCX | |
| Total Expense Ratio | 0.81 | 0.89 | 91% |
| Annual Report Gross Expense Ratio | 0.84 | 0.89 | 94% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 9.297 | 11.569 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 259B | 0% |
| Annual Yield % from dividends | 1.68 | 1.53 | 109% |
| Returns for 1 year | 6.75 | 11.35 | 59% |
| Returns for 3 years | 19.70 | 36.02 | 55% |
| Returns for 5 years | 33.32 | 38.83 | 86% |
| Returns for 10 years | 47.25 | 73.21 | 65% |
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