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DDIIX vs RLEFX
DDIIX vs RLEFX Comparison
Open Charts DDIIX vs RLEFX
Nomura Wealth Builder Institutional
Price$16.47
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets838.84M
American Funds American Balanced R5E
Price$40.21
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets269.37B
DDIIX vs RLEFX Comparison Chart in %
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DDIIX vs. RLEFX commentary
Dec 13, 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. DDIIX (839M). DDIIX (1.90) and RLEFX (1.86) have matching dividends . DDIIX was incepted earlier than RLEFX: DDIIX (29 years) vs RLEFX (10 years). DDIIX (0.84) is less costly to investors than RLEFX (0.39). DDIIX is a more actively managed with annual turnover of: 66.00 vs. RLEFX (44.00). DDIIX has a lower initial minimum investment than RLEFX: DDIIX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 11.27 vs. DDIIX (6.39). RLEFX return over 5 years is better than : 41.62 vs. DDIIX (28.52).
| DDIIX | RLEFX | DDIIX / RLEFX | |
| Total Expense Ratio | 0.81 | 0.39 | 208% |
| Annual Report Gross Expense Ratio | 0.84 | 0.39 | 215% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 13.713 | 18.207 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 839M | 269B | 0% |
| Annual Yield % from dividends | 1.90 | 1.86 | 103% |
| Returns for 1 year | 6.39 | 11.27 | 57% |
| Returns for 3 years | 23.06 | 45.53 | 51% |
| Returns for 5 years | 28.52 | 41.62 | 69% |
| Returns for 10 years | 53.02 | 82.56 | 64% |
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