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DDIIX vs RLBEX
DDIIX vs RLBEX Comparison
Open Charts DDIIX vs RLBEX
Macquarie Wealth Builder Institutional
Price$16.05
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets836.81M
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
DDIIX vs RLBEX Comparison Chart in %
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DDIIX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 265B vs. DDIIX (837M). RLBEX (1.74) and DDIIX (1.74) have matching dividends . 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 : 8.70 vs. DDIIX (3.69). RLBEX return over 5 years is better than : 42.04 vs. DDIIX (32.60).
| 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 | 10.607 | 14.631 | 72% |
| 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 | 1.74 | 100% |
| Returns for 1 year | 3.69 | 8.70 | 42% |
| Returns for 3 years | 28.01 | 50.52 | 55% |
| Returns for 5 years | 32.60 | 42.04 | 78% |
| Returns for 10 years | 44.63 | 77.69 | 57% |
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