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DDIIX vs RLBCX
DDIIX vs RLBCX Comparison
Open Charts DDIIX vs RLBCX
Macquarie Wealth Builder Institutional
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
DDIIX vs RLBCX Comparison Chart in %
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DDIIX 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 DDIIX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. DDIIX (837M). DDIIX pays higher dividends than RLBCX: DDIIX (1.74) vs RLBCX (1.49). 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 : 8.34 vs. DDIIX (3.69). RLBCX return over 5 years is better than : 40.24 vs. DDIIX (32.60).
| 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 | 10.607 | 14.364 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 837M | 265B | 0% |
| Annual Yield % from dividends | 1.74 | 1.49 | 117% |
| Returns for 1 year | 3.69 | 8.34 | 44% |
| Returns for 3 years | 28.01 | 49.26 | 57% |
| Returns for 5 years | 32.60 | 40.24 | 81% |
| Returns for 10 years | 44.63 | 72.18 | 62% |
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