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DDIIX vs RLBFX
DDIIX vs RLBFX Comparison
Open Charts DDIIX vs RLBFX
Macquarie Wealth Builder Institutional
Price$15.89
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets843.55M
American Funds American Balanced R5
Price$38.24
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets259.11B
DDIIX vs RLBFX Comparison Chart in %
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DDIIX vs. RLBFX commentary
Sep 09, 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: 259B vs. DDIIX (844M). RLBFX pays higher dividends than DDIIX: RLBFX (2.05) vs DDIIX (1.68). 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 : 12.08 vs. DDIIX (6.75). RLBFX return over 5 years is better than : 42.44 vs. DDIIX (33.32).
| 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 | 9.297 | 12.031 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 259B | 0% |
| Annual Yield % from dividends | 1.68 | 2.05 | 82% |
| Returns for 1 year | 6.75 | 12.08 | 56% |
| Returns for 3 years | 19.70 | 38.23 | 52% |
| Returns for 5 years | 33.32 | 42.44 | 78% |
| Returns for 10 years | 47.25 | 79.68 | 59% |
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