Delaware Wealth Financial Statements From 2010 to 2026

DDIIX Fund  USD 15.74  0.07  0.44%   
Delaware Wealth's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Delaware Wealth's valuation are provided below:
Delaware Wealth Builder does not presently have any fundamental signals for analysis.
Check Delaware Wealth financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Delaware Wealth's main balance sheet or income statement drivers, such as , as well as many indicators such as . Delaware financial statements analysis is a perfect complement when working with Delaware Wealth Valuation or Volatility modules.
  
This module can also supplement various Delaware Wealth Technical models . Check out the analysis of Delaware Wealth Correlation against competitors.

Delaware Wealth Builder Mutual Fund Annual Yield Analysis

Delaware Wealth's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Delaware Wealth Annual Yield

    
  0.02 %  
Most of Delaware Wealth's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Delaware Wealth Builder is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Delaware Wealth Builder has an Annual Yield of 0.019%. This is much higher than that of the Delaware Funds by Macquarie family and significantly higher than that of the Allocation--50% to 70% Equity category. The annual yield for all United States funds is notably lower than that of the firm.

Delaware Wealth Builder Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Delaware Wealth's current stock value. Our valuation model uses many indicators to compare Delaware Wealth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Delaware Wealth competition to find correlations between indicators driving Delaware Wealth's intrinsic value. More Info.
Delaware Wealth Builder is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about  0.12  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Delaware Wealth Builder is roughly  8.16 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Delaware Wealth's earnings, one of the primary drivers of an investment's value.

About Delaware Wealth Financial Statements

Delaware Wealth investors use historical fundamental indicators, such as Delaware Wealth's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Delaware Wealth. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, at least 50 percent of the funds total assets will be invested in income-generating equity securities, including real estate investment trusts , convertible securities, and exchange-traded funds . It invests primarily in income-generating securities , which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, convertible securities, and U.S. government securities.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Delaware Mutual Fund

Delaware Wealth financial ratios help investors to determine whether Delaware Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Delaware with respect to the benefits of owning Delaware Wealth security.
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