Ad is loading...
RLBEX vs WDIAX
RLBEX vs WDIAX Comparison
Open Charts RLBEX vs WDIAX
American Funds American Balanced R4
Price$34.29
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
Wilmington Enhanced Div Inc Strat A
Price$13.17
Change+$0.16 (+1.23%)
VolumeN/A
CapitalizationN/A
RLBEX vs WDIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBEX vs. WDIAX commentary
Dec 23, 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 Buy and WDIAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. WDIAX (78.3M). 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 : 14.84 vs. RLBEX (10.16). WDIAX return over 5 years is better than : 37.59 vs. RLBEX (29.92).
| 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 | 9.540 | 13.778 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 78.3M | 301,405% |
| Annual Yield % from dividends | 2.24 | 2.27 | 99% |
| Returns for 1 year | 10.16 | 14.84 | 68% |
| Returns for 3 years | 9.41 | 19.90 | 47% |
| Returns for 5 years | 29.92 | 37.59 | 80% |
| Returns for 10 years | 53.17 | 59.22 | 90% |
View a ticker or compare two or three
VS
VS
Ad is loading...