Interact to see
Advertisement
Advertisement
DDIIX vs RLBCX
DDIIX vs RLBCX Comparison
Open Charts DDIIX vs RLBCX
Macquarie Wealth Builder Institutional
Price$15.63
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets840.86M
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
DDIIX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DDIIX vs. RLBCX commentary
Aug 18, 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: 256B vs. DDIIX (841M). DDIIX pays higher dividends than RLBCX: DDIIX (1.70) vs RLBCX (1.56). 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 : 7.61 vs. DDIIX (4.29). RLBCX return over 5 years is better than : 36.26 vs. DDIIX (30.55).
| 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 | 7.334 | 9.537 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 841M | 256B | 0% |
| Annual Yield % from dividends | 1.70 | 1.56 | 109% |
| Returns for 1 year | 4.29 | 7.61 | 56% |
| Returns for 3 years | 13.09 | 28.47 | 46% |
| Returns for 5 years | 30.55 | 36.26 | 84% |
| Returns for 10 years | 38.54 | 63.18 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement