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RLBGX vs WDIAX
RLBGX vs WDIAX Comparison
Open Charts RLBGX vs WDIAX
American Funds American Balanced R6
Price$34.40
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Wilmington Enhanced Div Inc Strat A
Price$13.01
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets76.23M
RLBGX vs WDIAX Comparison Chart
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RLBGX vs. WDIAX commentary
May 09, 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: 234B vs. WDIAX (76.2M). WDIAX pays higher dividends than RLBGX: WDIAX (2.63) vs RLBGX (2.31). 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 : 5.45 vs. RLBGX (5.09). WDIAX return over 5 years is better than : 56.57 vs. RLBGX (38.70).
| 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 | 0.541 | -1.450 | -37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 76.2M | 307,087% |
| Annual Yield % from dividends | 2.31 | 2.63 | 88% |
| Returns for 1 year | 5.09 | 5.45 | 93% |
| Returns for 3 years | 22.88 | 20.79 | 110% |
| Returns for 5 years | 38.70 | 56.57 | 68% |
| Returns for 10 years | 53.65 | 51.91 | 103% |
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