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RLBGX vs WDIAX
RLBGX vs WDIAX Comparison
Open Charts RLBGX vs WDIAX
American Funds American Balanced R6
Price$35.41
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
Wilmington Enhanced Div Inc Strat A
Price$13.68
Change-$0.12 (-0.87%)
VolumeN/A
Net Assets82.28M
RLBGX vs WDIAX Comparison Chart
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RLBGX vs. WDIAX commentary
Jan 23, 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 RLBGX is a Buy and WDIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 242B vs. WDIAX (82.3M). RLBGX pays higher dividends than WDIAX: RLBGX (2.55) vs WDIAX (2.27). RLBGX was incepted earlier than WDIAX: RLBGX (16 years) vs WDIAX (26 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. WDIAX (10.00). RLBGX has a lower initial minimum investment than WDIAX: RLBGX (250) vs WDIAX (1000). WDIAX annual gain was more profitable for investors over the last year : 17.83 vs. RLBGX (12.74). WDIAX return over 5 years is better than : 41.09 vs. RLBGX (33.01).
| RLBGX | WDIAX | RLBGX / WDIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 2.940 | 3.253 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 82.3M | 294,046% |
| Annual Yield % from dividends | 2.55 | 2.27 | 112% |
| Returns for 1 year | 12.74 | 17.83 | 71% |
| Returns for 3 years | 16.62 | 24.70 | 67% |
| Returns for 5 years | 33.01 | 41.09 | 80% |
| Returns for 10 years | 58.97 | 64.43 | 92% |
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