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RAMHX vs WDIAX
RAMHX vs WDIAX Comparison
Open Charts RAMHX vs WDIAX
American Funds American Balanced R2E
Price$35.11
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Wilmington Enhanced Div Inc Strat A
Price$13.83
Change-$0.11 (-0.79%)
VolumeN/A
Net Assets80.92M
RAMHX vs WDIAX Comparison Chart
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RAMHX vs. WDIAX commentary
Feb 23, 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 Hold and WDIAX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 242B vs. WDIAX (80.9M). WDIAX pays higher dividends than RAMHX: WDIAX (2.27) vs RAMHX (1.84). RAMHX was incepted earlier than WDIAX: RAMHX (10 years) vs WDIAX (26 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. WDIAX (10.00). 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 : 16.72 vs. RAMHX (8.69). WDIAX return over 5 years is better than : 42.82 vs. RAMHX (27.61).
| RAMHX | WDIAX | RAMHX / WDIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 2.811 | 4.614 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 80.9M | 299,135% |
| Annual Yield % from dividends | 1.84 | 2.27 | 81% |
| Returns for 1 year | 8.69 | 16.72 | 52% |
| Returns for 3 years | 16.40 | 26.35 | 62% |
| Returns for 5 years | 27.61 | 42.82 | 64% |
| Returns for 10 years | 48.38 | 62.48 | 77% |
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