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DDIIX vs RLEFX
DDIIX vs RLEFX Comparison
Open Charts DDIIX vs RLEFX
Macquarie Wealth Builder Institutional
Price$16.12
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets830.5M
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
DDIIX vs RLEFX Comparison Chart in %
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DDIIX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. DDIIX (830M). RLEFX (1.89) and DDIIX (1.85) 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 : 8.96 vs. DDIIX (4.87). RLEFX return over 5 years is better than : 40.71 vs. DDIIX (29.34).
| 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 | 11.296 | 14.996 | 75% |
| 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 | 1.89 | 98% |
| Returns for 1 year | 4.87 | 8.96 | 54% |
| Returns for 3 years | 22.19 | 43.39 | 51% |
| Returns for 5 years | 29.34 | 40.71 | 72% |
| Returns for 10 years | 46.69 | N/A | - |
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