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RERFX vs WBIIX
RERFX vs WBIIX Comparison
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RERFX vs WBIIX Comparison Chart in %
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RERFX vs. WBIIX commentary
Aug 03, 2026
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 RERFX is a Buy and WBIIX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 141B vs. WBIIX (724M). RERFX pays higher dividends than WBIIX: RERFX (2.75) vs WBIIX (1.18). RERFX was incepted earlier than WBIIX: RERFX (24 years) vs WBIIX (24 years). WBIIX (0.91) is less costly to investors than RERFX (0.52). WBIIX is a more actively managed with annual turnover of: 79.00 vs. RERFX (50.00). RERFX has a lower initial minimum investment than WBIIX: RERFX (250) vs WBIIX (500000). RERFX annual gain was more profitable for investors over the last year : 8.61 vs. WBIIX (5.93). RERFX return over 5 years is better than : -1.92 vs. WBIIX (-26.45).
| RERFX | WBIIX | RERFX / WBIIX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 0.91 | 57% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 4.100 | 10.585 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 724M | 19,475% |
| Annual Yield % from dividends | 2.75 | 1.18 | 233% |
| Returns for 1 year | 8.61 | 5.93 | 145% |
| Returns for 3 years | 19.63 | 15.28 | 128% |
| Returns for 5 years | -1.92 | -26.45 | 7% |
| Returns for 10 years | 48.82 | 16.26 | 300% |
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