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RLBEX vs WDIAX
RLBEX vs WDIAX Comparison
Open Charts RLBEX vs WDIAX
American Funds American Balanced R4
Price$36.35
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Wilmington Enhanced Div Inc Strat A
Price$13.76
Change+$0.11 (+0.81%)
VolumeN/A
Net Assets79.88M
RLBEX vs WDIAX Comparison Chart in %
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RLBEX vs. WDIAX commentary
Jun 27, 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: 248B vs. WDIAX (79.9M). 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 : 10.34 vs. RLBEX (7.34). WDIAX return over 5 years is better than : 62.33 vs. RLBEX (42.62).
| 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 | 6.713 | 4.202 | 160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 79.9M | 310,388% |
| Annual Yield % from dividends | 1.90 | 2.53 | 75% |
| Returns for 1 year | 7.34 | 10.34 | 71% |
| Returns for 3 years | 32.63 | 31.31 | 104% |
| Returns for 5 years | 42.62 | 62.33 | 68% |
| Returns for 10 years | 65.75 | 63.38 | 104% |