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RERFX vs WBIIX
RERFX vs WBIIX Comparison
Open Charts RERFX vs WBIIX
RERFX vs WBIIX Comparison Chart in %
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RERFX vs. WBIIX commentary
Jul 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 Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 143B vs. WBIIX (780M). RERFX pays higher dividends than WBIIX: RERFX (2.73) vs WBIIX (1.13). 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). WBIIX annual gain was more profitable for investors over the last year : 10.14 vs. RERFX (7.92). RERFX return over 5 years is better than : -3.23 vs. WBIIX (-21.44).
| 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 | 4.513 | 16.643 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 780M | 18,333% |
| Annual Yield % from dividends | 2.73 | 1.13 | 242% |
| Returns for 1 year | 7.92 | 10.14 | 78% |
| Returns for 3 years | 22.71 | 21.68 | 105% |
| Returns for 5 years | -3.23 | -21.44 | 15% |
| Returns for 10 years | 55.66 | 26.23 | 212% |
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