Interact to see
Advertisement
Advertisement
RLBGX vs WDIIX
RLBGX vs WDIIX Comparison
Open Charts RLBGX vs WDIIX
American Funds American Balanced R6
Price$34.89
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.69B
Wilmington Enhanced Div Inc Strat I
Price$13.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets77.8M
RLBGX vs WDIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBGX vs. WDIIX commentary
May 24, 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 WDIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 238B vs. WDIIX (77.8M). WDIIX pays higher dividends than RLBGX: WDIIX (2.79) vs RLBGX (2.31). RLBGX was incepted earlier than WDIIX: RLBGX (16 years) vs WDIIX (15 years). WDIIX (0.99) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. WDIIX (20.00). RLBGX has a lower initial minimum investment than WDIIX: RLBGX (250) vs WDIIX (100000). WDIIX (5.14) and RLBGX (5.13) have marching annual gain over last year. WDIIX return over 5 years is better than : 62.51 vs. RLBGX (40.10).
| RLBGX | WDIIX | RLBGX / WDIIX | |
| Total Expense Ratio | 0.25 | 0.50 | 50% |
| Annual Report Gross Expense Ratio | 0.25 | 0.99 | 25% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 2.119 | 0.870 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 77.8M | 305,913% |
| Annual Yield % from dividends | 2.31 | 2.79 | 83% |
| Returns for 1 year | 5.13 | 5.14 | 100% |
| Returns for 3 years | 23.60 | 22.74 | 104% |
| Returns for 5 years | 40.10 | 62.51 | 64% |
| Returns for 10 years | 55.38 | 57.92 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement