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RLBGX vs WDIIX
RLBGX vs WDIIX Comparison
Open Charts RLBGX vs WDIIX
American Funds American Balanced R6
Price$39.04
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Wilmington Enhanced Div Inc Strat I
Price$14.79
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets85M
RLBGX vs WDIIX Comparison Chart in %
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RLBGX vs. WDIIX commentary
Oct 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 WDIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 265B vs. WDIIX (85M). RLBGX (2.05) and WDIIX (2.04) have matching dividends . RLBGX was incepted earlier than WDIIX: RLBGX (16 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). RLBGX annual gain was more profitable for investors over the last year : 9.08 vs. WDIIX (6.73). WDIIX return over 5 years is better than : 67.45 vs. RLBGX (44.16).
| RLBGX | WDIIX | RLBGX / WDIIX | |
| Total Expense Ratio | 0.25 | 0.50 | 50% |
| Annual Report Gross Expense Ratio | 0.25 | 0.86 | 29% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 14.951 | 12.619 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 85M | 311,765% |
| Annual Yield % from dividends | 2.05 | 2.04 | 100% |
| Returns for 1 year | 9.08 | 6.73 | 135% |
| Returns for 3 years | 52.02 | 46.26 | 112% |
| Returns for 5 years | 44.16 | 67.45 | 65% |
| Returns for 10 years | 79.32 | 85.44 | 93% |
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