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DDIIX vs RLBEX
DDIIX vs RLBEX Comparison
Open Charts DDIIX vs RLBEX
Nomura Wealth Builder Institutional
Price$16.03
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets838.5M
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
DDIIX vs RLBEX Comparison Chart in %
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DDIIX vs. RLBEX commentary
Feb 04, 2026
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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. DDIIX (838M). DDIIX pays higher dividends than RLBEX: DDIIX (3.57) vs RLBEX (1.87). DDIIX was incepted earlier than RLBEX: DDIIX (29 years) vs RLBEX (24 years). DDIIX (0.84) is less costly to investors than RLBEX (0.59). DDIIX is a more actively managed with annual turnover of: 66.00 vs. RLBEX (44.00). DDIIX has a lower initial minimum investment than RLBEX: DDIIX (0) vs RLBEX (250). DDIIX (11.78) and RLBEX (11.32) have marching annual gain over last year. RLBEX return over 5 years is better than : 35.56 vs. DDIIX (23.41).
| DDIIX | RLBEX | DDIIX / RLBEX | |
| Total Expense Ratio | 0.81 | 0.59 | 137% |
| Annual Report Gross Expense Ratio | 0.84 | 0.59 | 142% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 3.098 | 2.459 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 838M | 270B | 0% |
| Annual Yield % from dividends | 3.57 | 1.87 | 190% |
| Returns for 1 year | 11.78 | 11.32 | 104% |
| Returns for 3 years | 25.65 | 36.71 | 70% |
| Returns for 5 years | 23.41 | 35.56 | 66% |
| Returns for 10 years | 57.60 | 90.55 | 64% |
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