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RAMHX vs WDIIX
RAMHX vs WDIIX Comparison
Open Charts RAMHX vs WDIIX
American Funds American Balanced R2E
Price$33.31
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
Wilmington Enhanced Div Inc Strat I
Price$12.90
Change-$0.58 (-4.30%)
VolumeN/A
Net Assets77.97M
RAMHX vs WDIIX Comparison Chart
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RAMHX vs. WDIIX commentary
Apr 04, 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 WDIIX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 235B vs. WDIIX (78M). WDIIX pays higher dividends than RAMHX: WDIIX (2.68) vs RAMHX (1.54). RAMHX was incepted earlier than WDIIX: RAMHX (11 years) vs WDIIX (15 years). RAMHX (1.04) and WDIIX (0.99) have similar cost to investors . RAMHX is a more actively managed with annual turnover of: 171.00 vs. WDIIX (20.00). RAMHX has a lower initial minimum investment than WDIIX: RAMHX (250) vs WDIIX (100000). WDIIX annual gain was more profitable for investors over the last year : 8.91 vs. RAMHX (0.88). WDIIX return over 5 years is better than : 76.73 vs. RAMHX (43.40).
| RAMHX | WDIIX | RAMHX / WDIIX | |
| Total Expense Ratio | 1.04 | 0.50 | 208% |
| Annual Report Gross Expense Ratio | 1.04 | 0.99 | 105% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | -2.267 | 2.159 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 78M | 301,282% |
| Annual Yield % from dividends | 1.54 | 2.68 | 58% |
| Returns for 1 year | 0.88 | 8.91 | 10% |
| Returns for 3 years | 8.00 | 18.94 | 42% |
| Returns for 5 years | 43.40 | 76.73 | 57% |
| Returns for 10 years | 43.77 | 61.98 | 71% |
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