Ad is loading...
RLBGX vs WDIAX
RLBGX vs WDIAX Comparison
Open Charts RLBGX vs WDIAX
American Funds American Balanced R6
Price$34.37
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
Wilmington Enhanced Div Inc Strat A
Price$13.17
Change+$0.16 (+1.23%)
VolumeN/A
CapitalizationN/A
RLBGX vs WDIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBGX vs. WDIAX commentary
Dec 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 Buy and WDIAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. WDIAX (78.3M). 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 : 14.84 vs. RLBGX (10.59). WDIAX return over 5 years is better than : 37.59 vs. RLBGX (31.87).
| 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 | 9.929 | 13.778 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 78.3M | 301,405% |
| Annual Yield % from dividends | 2.55 | 2.27 | 112% |
| Returns for 1 year | 10.59 | 14.84 | 71% |
| Returns for 3 years | 10.26 | 19.90 | 52% |
| Returns for 5 years | 31.87 | 37.59 | 85% |
| Returns for 10 years | 54.14 | 59.22 | 91% |