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RAMHX vs WDIAX
RAMHX vs WDIAX Comparison
Open Charts RAMHX vs WDIAX
American Funds American Balanced R2E
Price$32.78
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Wilmington Enhanced Div Inc Strat A
Price$12.47
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets72.77M
RAMHX vs WDIAX Comparison Chart
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RAMHX vs. WDIAX commentary
Apr 18, 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 RAMHX is a Buy and WDIAX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 225B vs. WDIAX (72.8M). WDIAX pays higher dividends than RAMHX: WDIAX (2.53) vs RAMHX (1.54). RAMHX was incepted earlier than WDIAX: RAMHX (11 years) vs WDIAX (26 years). WDIAX (1.49) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 171.00 vs. WDIAX (20.00). RAMHX has a lower initial minimum investment than WDIAX: RAMHX (250) vs WDIAX (1000). WDIAX annual gain was more profitable for investors over the last year : 4.38 vs. RAMHX (2.07). WDIAX return over 5 years is better than : 49.36 vs. RAMHX (29.21).
| RAMHX | WDIAX | RAMHX / WDIAX | |
| Total Expense Ratio | 1.04 | 0.75 | 139% |
| Annual Report Gross Expense Ratio | 1.04 | 1.49 | 70% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -3.822 | -6.088 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 72.8M | 309,066% |
| Annual Yield % from dividends | 1.54 | 2.53 | 61% |
| Returns for 1 year | 2.07 | 4.38 | 47% |
| Returns for 3 years | 8.75 | 8.99 | 97% |
| Returns for 5 years | 29.21 | 49.36 | 59% |
| Returns for 10 years | 40.41 | 44.63 | 91% |
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