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RLBGX vs WDIAX
RLBGX vs WDIAX Comparison
Open Charts RLBGX vs WDIAX
American Funds American Balanced R6
Price$36.44
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
RLBGX vs WDIAX Comparison Chart in %
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RLBGX 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 RLBGX is a Buy and WDIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 248B vs. WDIAX (79.9M). WDIAX pays higher dividends than RLBGX: WDIAX (2.53) vs RLBGX (2.23). RLBGX was incepted earlier than WDIAX: RLBGX (16 years) vs WDIAX (26 years). WDIAX (1.49) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. WDIAX (20.00). 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 : 10.34 vs. RLBGX (7.76). WDIAX return over 5 years is better than : 62.33 vs. RLBGX (44.76).
| RLBGX | WDIAX | RLBGX / WDIAX | |
| Total Expense Ratio | 0.25 | 0.75 | 33% |
| Annual Report Gross Expense Ratio | 0.25 | 1.49 | 17% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 6.910 | 4.202 | 164% |
| 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 | 2.23 | 2.53 | 88% |
| Returns for 1 year | 7.76 | 10.34 | 75% |
| Returns for 3 years | 33.86 | 31.31 | 108% |
| Returns for 5 years | 44.76 | 62.33 | 72% |
| Returns for 10 years | 67.11 | 63.38 | 106% |