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RLBGX vs WDIAX
RLBGX vs WDIAX Comparison
Open Charts RLBGX vs WDIAX
American Funds American Balanced R6
Price$35.80
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Wilmington Enhanced Div Inc Strat A
Price$13.42
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets78.67M
RLBGX vs WDIAX Comparison Chart
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RLBGX vs. WDIAX commentary
Jun 06, 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: 244B vs. WDIAX (78.7M). 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 : 7.74 vs. RLBGX (7.34). WDIAX return over 5 years is better than : 51.21 vs. RLBGX (36.58).
| 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 | 4.750 | 2.200 | 216% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 78.7M | 310,038% |
| Annual Yield % from dividends | 2.23 | 2.53 | 88% |
| Returns for 1 year | 7.34 | 7.74 | 95% |
| Returns for 3 years | 24.05 | 20.08 | 120% |
| Returns for 5 years | 36.58 | 51.21 | 71% |
| Returns for 10 years | 62.29 | 58.98 | 106% |
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