Interact to see
Advertisement
Advertisement
DDIIX vs RLBFX
DDIIX vs RLBFX Comparison
Open Charts DDIIX vs RLBFX
Macquarie Wealth Builder Institutional
Price$16.05
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets836.81M
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
DDIIX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DDIIX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. DDIIX (837M). RLBFX pays higher dividends than DDIIX: RLBFX (2.00) vs DDIIX (1.74). DDIIX was incepted earlier than RLBFX: DDIIX (29 years) vs RLBFX (23 years). DDIIX (0.84) is less costly to investors than RLBFX (0.29). DDIIX is a more actively managed with annual turnover of: 66.00 vs. RLBFX (44.00). DDIIX has a lower initial minimum investment than RLBFX: DDIIX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. DDIIX (3.69). RLBFX return over 5 years is better than : 43.90 vs. DDIIX (32.60).
| DDIIX | RLBFX | DDIIX / RLBFX | |
| Total Expense Ratio | 0.81 | 0.29 | 279% |
| Annual Report Gross Expense Ratio | 0.84 | 0.29 | 290% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 10.607 | 14.890 | 71% |
| 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 | 2.00 | 87% |
| Returns for 1 year | 3.69 | 9.05 | 41% |
| Returns for 3 years | 28.01 | 51.85 | 54% |
| Returns for 5 years | 32.60 | 43.90 | 74% |
| Returns for 10 years | 44.63 | 78.80 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement