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RAMHX vs WDIAX
RAMHX vs WDIAX Comparison
Open Charts RAMHX vs WDIAX
American Funds American Balanced R2E
Price$34.17
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
Wilmington Enhanced Div Inc Strat A
Price$13.01
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets76.23M
RAMHX vs WDIAX Comparison Chart
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RAMHX vs. WDIAX commentary
May 09, 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: 234B vs. WDIAX (76.2M). WDIAX pays higher dividends than RAMHX: WDIAX (2.63) vs RAMHX (1.55). 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: 44.00 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 : 5.45 vs. RAMHX (4.23). WDIAX return over 5 years is better than : 56.57 vs. RAMHX (34.08).
| 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 | 0.256 | -1.450 | -18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 76.2M | 307,087% |
| Annual Yield % from dividends | 1.55 | 2.63 | 59% |
| Returns for 1 year | 4.23 | 5.45 | 78% |
| Returns for 3 years | 20.51 | 20.79 | 99% |
| Returns for 5 years | 34.08 | 56.57 | 60% |
| Returns for 10 years | 46.37 | 51.91 | 89% |
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