Ad is loading...
RLEFX vs WDIAX
RLEFX vs WDIAX Comparison
Open Charts RLEFX vs WDIAX
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Wilmington Enhanced Div Inc Strat A
Price$13.83
Change-$0.11 (-0.79%)
VolumeN/A
Net Assets80.92M
RLEFX vs WDIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. WDIAX commentary
Feb 23, 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 Hold and WDIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. WDIAX (80.9M). 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). WDIAX annual gain was more profitable for investors over the last year : 16.72 vs. RLEFX (9.42). WDIAX return over 5 years is better than : 42.82 vs. RLEFX (31.16).
| 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 | 2.915 | 4.614 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 80.9M | 299,135% |
| Annual Yield % from dividends | 2.42 | 2.27 | 106% |
| Returns for 1 year | 9.42 | 16.72 | 56% |
| Returns for 3 years | 18.08 | 26.35 | 69% |
| Returns for 5 years | 31.16 | 42.82 | 73% |
| Returns for 10 years | N/A | 62.48 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...