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RLBEX vs WDIAX
RLBEX vs WDIAX Comparison
Open Charts RLBEX vs WDIAX
American Funds American Balanced R4
Price$36.07
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Wilmington Enhanced Div Inc Strat A
Price$13.66
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
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RLBEX vs WDIAX Comparison Chart
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RLBEX vs. WDIAX commentary
Sep 21, 2024
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 RLBEX is a StrongBuy and WDIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. WDIAX (81.7M). WDIAX (2.27) and RLBEX (2.24) have matching dividends . RLBEX was incepted earlier than WDIAX: RLBEX (22 years) vs WDIAX (26 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. WDIAX (10.00). RLBEX has a lower initial minimum investment than WDIAX: RLBEX (250) vs WDIAX (1000). RLBEX (20.98) and WDIAX (20.81) have marching annual gain over last year. WDIAX return over 5 years is better than : 46.11 vs. RLBEX (38.25).
| RLBEX | WDIAX | RLBEX / WDIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 12.731 | 16.038 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 81.7M | 288,862% |
| Annual Yield % from dividends | 2.24 | 2.27 | 99% |
| Returns for 1 year | 20.98 | 20.81 | 101% |
| Returns for 3 years | 12.34 | 26.19 | 47% |
| Returns for 5 years | 38.25 | 46.11 | 83% |
| Returns for 10 years | 52.69 | 62.42 | 84% |
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