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DDIIX vs RLBGX
DDIIX vs RLBGX Comparison
Open Charts DDIIX vs RLBGX
Macquarie Wealth Builder Institutional
Price$16.05
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets836.81M
American Funds American Balanced R6
Price$39.04
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
DDIIX vs RLBGX Comparison Chart in %
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DDIIX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 265B vs. DDIIX (837M). RLBGX pays higher dividends than DDIIX: RLBGX (2.05) vs DDIIX (1.74). DDIIX was incepted earlier than RLBGX: DDIIX (29 years) vs RLBGX (16 years). DDIIX (0.84) is less costly to investors than RLBGX (0.25). DDIIX is a more actively managed with annual turnover of: 66.00 vs. RLBGX (44.00). DDIIX has a lower initial minimum investment than RLBGX: DDIIX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 9.08 vs. DDIIX (3.69). RLBGX return over 5 years is better than : 44.16 vs. DDIIX (32.60).
| DDIIX | RLBGX | DDIIX / RLBGX | |
| Total Expense Ratio | 0.81 | 0.25 | 324% |
| Annual Report Gross Expense Ratio | 0.84 | 0.25 | 336% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 10.607 | 14.951 | 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 | 2.05 | 85% |
| Returns for 1 year | 3.69 | 9.08 | 41% |
| Returns for 3 years | 28.01 | 52.02 | 54% |
| Returns for 5 years | 32.60 | 44.16 | 74% |
| Returns for 10 years | 44.63 | 79.32 | 56% |
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