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DDIIX vs RLEFX
DDIIX vs RLEFX Comparison
Open Charts DDIIX vs RLEFX
Macquarie Wealth Builder Institutional
Price$15.47
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets841.51M
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
DDIIX vs RLEFX Comparison Chart in %
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DDIIX vs. RLEFX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. DDIIX (842M). RLEFX pays higher dividends than DDIIX: RLEFX (2.01) vs DDIIX (1.68). 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 : 10.46 vs. DDIIX (4.88). RLEFX return over 5 years is better than : 40.77 vs. DDIIX (32.48).
| 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 | 6.235 | 9.133 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 842M | 254B | 0% |
| Annual Yield % from dividends | 1.68 | 2.01 | 83% |
| Returns for 1 year | 4.88 | 10.46 | 47% |
| Returns for 3 years | 18.22 | 35.42 | 51% |
| Returns for 5 years | 32.48 | 40.77 | 80% |
| Returns for 10 years | 37.94 | N/A | - |