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RLBGX vs WDIAX
RLBGX vs WDIAX Comparison
Open Charts RLBGX vs WDIAX
American Funds American Balanced R6
Price$32.98
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Wilmington Enhanced Div Inc Strat A
Price$12.47
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets72.77M
RLBGX vs WDIAX Comparison Chart
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RLBGX vs. WDIAX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 225B vs. WDIAX (72.8M). WDIAX pays higher dividends than RLBGX: WDIAX (2.53) 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: 171.00 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 : 4.38 vs. RLBGX (2.93). WDIAX return over 5 years is better than : 49.36 vs. RLBGX (33.62).
| 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 | -3.609 | -6.088 | 59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 72.8M | 309,066% |
| Annual Yield % from dividends | 2.31 | 2.53 | 91% |
| Returns for 1 year | 2.93 | 4.38 | 67% |
| Returns for 3 years | 10.85 | 8.99 | 121% |
| Returns for 5 years | 33.62 | 49.36 | 68% |
| Returns for 10 years | 47.31 | 44.63 | 106% |
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