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RLEFX vs WDIAX
RLEFX vs WDIAX Comparison
Open Charts RLEFX vs WDIAX
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Wilmington Enhanced Div Inc Strat A
Price$13.66
Change-$0.03 (-0.22%)
VolumeN/A
CapitalizationN/A
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RLEFX vs WDIAX Comparison Chart
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RLEFX vs. WDIAX commentary
Sep 21, 2024
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 StrongBuy and WDIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. WDIAX (81.7M). RLEFX pays higher dividends than WDIAX: RLEFX (2.42) vs WDIAX (2.27). RLEFX was incepted earlier than WDIAX: RLEFX (9 years) vs WDIAX (26 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. WDIAX (10.00). RLEFX has a lower initial minimum investment than WDIAX: RLEFX (250) vs WDIAX (1000). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. WDIAX (20.81). WDIAX return over 5 years is better than : 46.11 vs. RLEFX (40.23).
| RLEFX | WDIAX | RLEFX / WDIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 14.180 | 16.038 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 81.7M | 288,862% |
| Annual Yield % from dividends | 2.42 | 2.27 | 106% |
| Returns for 1 year | 24.64 | 20.81 | 118% |
| Returns for 3 years | 15.33 | 26.19 | 59% |
| Returns for 5 years | 40.23 | 46.11 | 87% |
| Returns for 10 years | N/A | 62.42 | - |
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