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RLEFX vs WDIAX
RLEFX vs WDIAX Comparison
Open Charts RLEFX vs WDIAX
American Funds American Balanced R5E
Price$32.93
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
RLEFX vs WDIAX Comparison Chart
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RLEFX 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 RLEFX is a Buy and WDIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B vs. WDIAX (72.8M). WDIAX pays higher dividends than RLEFX: WDIAX (2.53) vs RLEFX (2.16). RLEFX was incepted earlier than WDIAX: RLEFX (9 years) vs WDIAX (26 years). WDIAX (1.49) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. WDIAX (20.00). RLEFX has a lower initial minimum investment than WDIAX: RLEFX (250) vs WDIAX (1000). WDIAX annual gain was more profitable for investors over the last year : 4.38 vs. RLEFX (2.75). WDIAX return over 5 years is better than : 49.36 vs. RLEFX (32.76).
| RLEFX | WDIAX | RLEFX / WDIAX | |
| Total Expense Ratio | 0.40 | 0.75 | 53% |
| Annual Report Gross Expense Ratio | 0.40 | 1.49 | 27% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -3.650 | -6.088 | 60% |
| 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 | 2.16 | 2.53 | 86% |
| Returns for 1 year | 2.75 | 4.38 | 63% |
| Returns for 3 years | 10.47 | 8.99 | 117% |
| Returns for 5 years | 32.76 | 49.36 | 66% |
| Returns for 10 years | N/A | 44.63 | - |
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