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RLBGX vs WDIIX
RLBGX vs WDIIX Comparison
Open Charts RLBGX vs WDIIX
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
Wilmington Enhanced Div Inc Strat I
Price$12.82
Change+$0.14 (+1.10%)
VolumeN/A
Net Assets74.34M
RLBGX vs WDIIX Comparison Chart
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RLBGX vs. WDIIX commentary
Apr 25, 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: 227B vs. WDIIX (74.3M). WDIIX pays higher dividends than RLBGX: WDIIX (2.68) 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: 171.00 vs. WDIIX (20.00). 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 : 4.54 vs. WDIIX (3.83). WDIIX return over 5 years is better than : 56.48 vs. RLBGX (37.73).
| 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 | -1.417 | -3.904 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 74.3M | 305,518% |
| Annual Yield % from dividends | 2.31 | 2.68 | 86% |
| Returns for 1 year | 4.54 | 3.83 | 118% |
| Returns for 3 years | 15.43 | 14.21 | 109% |
| Returns for 5 years | 37.73 | 56.48 | 67% |
| Returns for 10 years | 50.06 | 50.17 | 100% |
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