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DDIIX vs RLBFX
DDIIX vs RLBFX Comparison
Open Charts DDIIX vs RLBFX
Macquarie Wealth Builder Institutional
Price$15.63
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets840.86M
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
DDIIX vs RLBFX Comparison Chart in %
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DDIIX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. DDIIX (841M). RLBFX pays higher dividends than DDIIX: RLBFX (2.08) vs DDIIX (1.70). 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 : 8.29 vs. DDIIX (4.29). RLBFX return over 5 years is better than : 39.76 vs. DDIIX (30.55).
| 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 | 7.334 | 9.922 | 74% |
| 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 | 2.08 | 82% |
| Returns for 1 year | 4.29 | 8.29 | 52% |
| Returns for 3 years | 13.09 | 30.56 | 43% |
| Returns for 5 years | 30.55 | 39.76 | 77% |
| Returns for 10 years | 38.54 | 69.21 | 56% |
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