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DDIIX vs RLBEX
DDIIX vs RLBEX Comparison
Open Charts DDIIX vs RLBEX
Macquarie Wealth Builder Institutional
Price$15.63
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets840.86M
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
DDIIX vs RLBEX Comparison Chart in %
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DDIIX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. DDIIX (841M). RLBEX pays higher dividends than DDIIX: RLBEX (1.81) vs DDIIX (1.70). DDIIX was incepted earlier than RLBEX: DDIIX (29 years) vs RLBEX (23 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). RLBEX annual gain was more profitable for investors over the last year : 7.95 vs. DDIIX (4.29). RLBEX return over 5 years is better than : 37.99 vs. DDIIX (30.55).
| 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 | 23 years | - |
| Gain YTD | 7.334 | 9.737 | 75% |
| 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 | 1.81 | 94% |
| Returns for 1 year | 4.29 | 7.95 | 54% |
| Returns for 3 years | 13.09 | 29.52 | 44% |
| Returns for 5 years | 30.55 | 37.99 | 80% |
| Returns for 10 years | 38.54 | 68.32 | 56% |
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