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RLBEX vs WDIAX
RLBEX vs WDIAX Comparison
Open Charts RLBEX vs WDIAX
American Funds American Balanced R4
Price$34.31
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Wilmington Enhanced Div Inc Strat A
Price$13.01
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets76.23M
RLBEX vs WDIAX Comparison Chart
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RLBEX vs. WDIAX commentary
May 09, 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 RLBEX is a Buy and WDIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. WDIAX (76.2M). WDIAX pays higher dividends than RLBEX: WDIAX (2.63) vs RLBEX (1.98). RLBEX was incepted earlier than WDIAX: RLBEX (23 years) vs WDIAX (26 years). WDIAX (1.49) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. WDIAX (20.00). RLBEX has a lower initial minimum investment than WDIAX: RLBEX (250) vs WDIAX (1000). WDIAX annual gain was more profitable for investors over the last year : 5.45 vs. RLBEX (4.73). WDIAX return over 5 years is better than : 56.57 vs. RLBEX (36.69).
| RLBEX | WDIAX | RLBEX / WDIAX | |
| Total Expense Ratio | 0.59 | 0.75 | 79% |
| Annual Report Gross Expense Ratio | 0.59 | 1.49 | 40% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 0.425 | -1.450 | -29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 76.2M | 307,087% |
| Annual Yield % from dividends | 1.98 | 2.63 | 75% |
| Returns for 1 year | 4.73 | 5.45 | 87% |
| Returns for 3 years | 21.84 | 20.79 | 105% |
| Returns for 5 years | 36.69 | 56.57 | 65% |
| Returns for 10 years | 52.56 | 51.91 | 101% |