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RLBEX vs WDIAX
RLBEX vs WDIAX Comparison
Open Charts RLBEX vs WDIAX
American Funds American Balanced R4
Price$37.53
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Wilmington Enhanced Div Inc Strat A
Price$14.42
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets82.88M
RLBEX vs WDIAX Comparison Chart in %
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RLBEX vs. WDIAX commentary
Sep 01, 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: 255B vs. WDIAX (82.9M). WDIAX pays higher dividends than RLBEX: WDIAX (2.08) vs RLBEX (1.79). RLBEX was incepted earlier than WDIAX: RLBEX (23 years) vs WDIAX (27 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 : 8.99 vs. RLBEX (7.68). WDIAX return over 5 years is better than : 61.67 vs. RLBEX (36.85).
| 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 | 27 years | - |
| Gain YTD | 10.177 | 10.080 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 82.9M | 307,600% |
| Annual Yield % from dividends | 1.79 | 2.08 | 86% |
| Returns for 1 year | 7.68 | 8.99 | 85% |
| Returns for 3 years | 36.13 | 36.40 | 99% |
| Returns for 5 years | 36.85 | 61.67 | 60% |
| Returns for 10 years | 78.64 | 80.62 | 98% |