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RLBGX vs WDIAX
RLBGX vs WDIAX Comparison
Open Charts RLBGX vs WDIAX
American Funds American Balanced R6
Price$36.93
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets251.77B
Wilmington Enhanced Div Inc Strat A
Price$14.01
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets81.41M
RLBGX vs WDIAX Comparison Chart in %
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RLBGX vs. WDIAX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. WDIAX (81.4M). WDIAX (2.16) and RLBGX (2.15) have matching dividends . 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 (16.00). RLBGX has a lower initial minimum investment than WDIAX: RLBGX (250) vs WDIAX (1000). WDIAX (7.59) and RLBGX (7.44) have marching annual gain over last year. WDIAX return over 5 years is better than : 60.24 vs. RLBGX (41.00).
| 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 | 8.347 | 6.416 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 81.4M | 309,582% |
| Annual Yield % from dividends | 2.15 | 2.16 | 99% |
| Returns for 1 year | 7.44 | 7.59 | 98% |
| Returns for 3 years | 37.32 | 37.16 | 100% |
| Returns for 5 years | 41.00 | 60.24 | 68% |
| Returns for 10 years | 65.78 | 63.52 | 104% |
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