Interact to see
Advertisement
Advertisement
RLBEX vs WDIAX
RLBEX vs WDIAX Comparison
Open Charts RLBEX vs WDIAX
American Funds American Balanced R4
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Wilmington Enhanced Div Inc Strat A
Price$13.42
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets78.67M
RLBEX vs WDIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBEX vs. WDIAX commentary
Jun 06, 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: 244B vs. WDIAX (78.7M). WDIAX pays higher dividends than RLBEX: WDIAX (2.53) vs RLBEX (1.90). 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 : 7.74 vs. RLBEX (6.95). WDIAX return over 5 years is better than : 51.21 vs. RLBEX (34.57).
| 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 | 4.581 | 2.200 | 208% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 78.7M | 310,038% |
| Annual Yield % from dividends | 1.90 | 2.53 | 75% |
| Returns for 1 year | 6.95 | 7.74 | 90% |
| Returns for 3 years | 22.98 | 20.08 | 114% |
| Returns for 5 years | 34.57 | 51.21 | 68% |
| Returns for 10 years | 61.12 | 58.98 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement