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RLBGX vs WDIIX
RLBGX vs WDIIX Comparison
Open Charts RLBGX vs WDIIX
American Funds American Balanced R6
Price$38.74
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Wilmington Enhanced Div Inc Strat I
Price$14.86
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets86.11M
RLBGX vs WDIIX Comparison Chart in %
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RLBGX vs. WDIIX commentary
Nov 20, 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 Hold and WDIIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 264B vs. WDIIX (86.1M). WDIIX (2.04) and RLBGX (2.01) have matching dividends . RLBGX was incepted earlier than WDIIX: RLBGX (17 years) vs WDIIX (15 years). WDIIX (0.86) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. WDIIX (16.00). RLBGX has a lower initial minimum investment than WDIIX: RLBGX (250) vs WDIIX (100000). WDIIX (9.22) and RLBGX (9.20) have marching annual gain over last year. WDIIX return over 5 years is better than : 61.54 vs. RLBGX (40.06).
| RLBGX | WDIIX | RLBGX / WDIIX | |
| Total Expense Ratio | 0.25 | 0.50 | 50% |
| Annual Report Gross Expense Ratio | 0.25 | 0.86 | 29% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 14.068 | 13.613 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 86.1M | 306,620% |
| Annual Yield % from dividends | 2.01 | 2.04 | 99% |
| Returns for 1 year | 9.20 | 9.22 | 100% |
| Returns for 3 years | 41.98 | 34.20 | 123% |
| Returns for 5 years | 40.06 | 61.54 | 65% |
| Returns for 10 years | 74.32 | 84.97 | 87% |