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DDIIX vs RLBGX
DDIIX vs RLBGX Comparison
Open Charts DDIIX vs RLBGX
Macquarie Wealth Builder Institutional
Price$16.12
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets830.5M
American Funds American Balanced R6
Price$39.11
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
DDIIX vs RLBGX Comparison Chart in %
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DDIIX vs. RLBGX commentary
Nov 14, 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: 269B vs. DDIIX (830M). RLBGX pays higher dividends than DDIIX: RLBGX (2.01) vs DDIIX (1.85). DDIIX was incepted earlier than RLBGX: DDIIX (29 years) vs RLBGX (17 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 : 10.35 vs. DDIIX (4.87). RLBGX return over 5 years is better than : 43.37 vs. DDIIX (29.34).
| 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 | 17 years | - |
| Gain YTD | 11.296 | 16.570 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 269B | 0% |
| Annual Yield % from dividends | 1.85 | 2.01 | 92% |
| Returns for 1 year | 4.87 | 10.35 | 47% |
| Returns for 3 years | 22.19 | 44.95 | 49% |
| Returns for 5 years | 29.34 | 43.37 | 68% |
| Returns for 10 years | 46.69 | 81.84 | 57% |