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RLEFX vs WDIAX
RLEFX vs WDIAX Comparison
Open Charts RLEFX vs WDIAX
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Wilmington Enhanced Div Inc Strat A
Price$13.01
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets76.23M
RLEFX vs WDIAX Comparison Chart
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RLEFX vs. WDIAX commentary
May 09, 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: 234B vs. WDIAX (76.2M). WDIAX pays higher dividends than RLEFX: WDIAX (2.63) vs RLEFX (2.17). RLEFX was incepted earlier than WDIAX: RLEFX (9 years) vs WDIAX (26 years). WDIAX (1.49) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 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 : 5.45 vs. RLEFX (4.93). WDIAX return over 5 years is better than : 56.57 vs. RLEFX (37.87).
| RLEFX | WDIAX | RLEFX / WDIAX | |
| Total Expense Ratio | 0.39 | 0.75 | 52% |
| Annual Report Gross Expense Ratio | 0.39 | 1.49 | 26% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 0.504 | -1.450 | -35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 76.2M | 307,087% |
| Annual Yield % from dividends | 2.17 | 2.63 | 82% |
| Returns for 1 year | 4.93 | 5.45 | 90% |
| Returns for 3 years | 22.44 | 20.79 | 108% |
| Returns for 5 years | 37.87 | 56.57 | 67% |
| Returns for 10 years | N/A | 51.91 | - |
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