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RLBEX vs WDIAX
RLBEX vs WDIAX Comparison
Open Charts RLBEX vs WDIAX
American Funds American Balanced R4
Price$36.83
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Wilmington Enhanced Div Inc Strat A
Price$14.01
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets81.41M
RLBEX vs WDIAX Comparison Chart in %
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RLBEX vs. WDIAX commentary
Jul 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. WDIAX (81.4M). WDIAX pays higher dividends than RLBEX: WDIAX (2.16) vs RLBEX (1.83). 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 (16.00). 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 : 7.59 vs. RLBEX (7.02). WDIAX return over 5 years is better than : 60.24 vs. RLBEX (38.92).
| 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 | 8.122 | 6.416 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 81.4M | 309,582% |
| Annual Yield % from dividends | 1.83 | 2.16 | 85% |
| Returns for 1 year | 7.02 | 7.59 | 93% |
| Returns for 3 years | 36.03 | 37.16 | 97% |
| Returns for 5 years | 38.92 | 60.24 | 65% |
| Returns for 10 years | 64.39 | 63.52 | 101% |
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