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RLBEX vs WDIAX
RLBEX vs WDIAX Comparison
Open Charts RLBEX vs WDIAX
American Funds American Balanced R4
Price$32.90
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Wilmington Enhanced Div Inc Strat A
Price$12.47
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets72.77M
RLBEX vs WDIAX Comparison Chart
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RLBEX vs. WDIAX commentary
Apr 18, 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: 225B vs. WDIAX (72.8M). WDIAX pays higher dividends than RLBEX: WDIAX (2.53) vs RLBEX (1.97). RLBEX was incepted earlier than WDIAX: RLBEX (23 years) vs WDIAX (26 years). WDIAX (1.49) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 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 : 4.38 vs. RLBEX (2.55). WDIAX return over 5 years is better than : 49.36 vs. RLBEX (31.66).
| RLBEX | WDIAX | RLBEX / WDIAX | |
| Total Expense Ratio | 0.60 | 0.75 | 80% |
| Annual Report Gross Expense Ratio | 0.60 | 1.49 | 40% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | -3.702 | -6.088 | 61% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 72.8M | 309,066% |
| Annual Yield % from dividends | 1.97 | 2.53 | 78% |
| Returns for 1 year | 2.55 | 4.38 | 58% |
| Returns for 3 years | 9.93 | 8.99 | 110% |
| Returns for 5 years | 31.66 | 49.36 | 64% |
| Returns for 10 years | 46.29 | 44.63 | 104% |
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