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RLBEX vs WDIAX
RLBEX vs WDIAX Comparison
Open Charts RLBEX vs WDIAX
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Wilmington Enhanced Div Inc Strat A
Price$13.83
Change-$0.11 (-0.79%)
VolumeN/A
Net Assets80.92M
RLBEX vs WDIAX Comparison Chart
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RLBEX vs. WDIAX commentary
Feb 23, 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 Hold and WDIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. WDIAX (80.9M). WDIAX (2.27) and RLBEX (2.24) have matching dividends . RLBEX was incepted earlier than WDIAX: RLBEX (23 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). WDIAX annual gain was more profitable for investors over the last year : 16.72 vs. RLBEX (9.22). WDIAX return over 5 years is better than : 42.82 vs. RLBEX (30.07).
| RLBEX | WDIAX | RLBEX / WDIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 2.889 | 4.614 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 80.9M | 299,135% |
| Annual Yield % from dividends | 2.24 | 2.27 | 99% |
| Returns for 1 year | 9.22 | 16.72 | 55% |
| Returns for 3 years | 17.55 | 26.35 | 67% |
| Returns for 5 years | 30.07 | 42.82 | 70% |
| Returns for 10 years | 54.52 | 62.48 | 87% |
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