Ad is loading...
Ad is loading...
RLBGX vs WDIAX
RLBGX vs WDIAX Comparison
Open Charts RLBGX vs WDIAX
American Funds American Balanced R6
Price$36.56
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Wilmington Enhanced Div Inc Strat A
Price$13.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RLBGX vs WDIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBGX vs. WDIAX commentary
Nov 23, 2024
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 StrongBuy and WDIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 238B vs. WDIAX (82M). 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 : 27.63 vs. RLBGX (21.19). WDIAX return over 5 years is better than : 47.28 vs. RLBGX (38.23).
| 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 | 15.271 | 19.383 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 82M | 290,244% |
| Annual Yield % from dividends | 2.55 | 2.27 | 112% |
| Returns for 1 year | 21.19 | 27.63 | 77% |
| Returns for 3 years | 12.92 | 27.52 | 47% |
| Returns for 5 years | 38.23 | 47.28 | 81% |
| Returns for 10 years | 53.73 | 66.13 | 81% |
View a ticker or compare two or three
VS
VS
Ad is loading...