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RLEFX vs WDIAX
RLEFX vs WDIAX Comparison
Open Charts RLEFX vs WDIAX
American Funds American Balanced R5E
Price$34.32
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
Wilmington Enhanced Div Inc Strat A
Price$13.17
Change+$0.16 (+1.23%)
VolumeN/A
CapitalizationN/A
RLEFX vs WDIAX Comparison Chart
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RLEFX vs. WDIAX commentary
Dec 23, 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 Buy and WDIAX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. WDIAX (78.3M). 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 : 14.84 vs. RLEFX (10.40). WDIAX return over 5 years is better than : 37.59 vs. RLEFX (31.02).
| 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 | 9.746 | 13.778 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 78.3M | 301,405% |
| Annual Yield % from dividends | 2.42 | 2.27 | 106% |
| Returns for 1 year | 10.40 | 14.84 | 70% |
| Returns for 3 years | 9.87 | 19.90 | 50% |
| Returns for 5 years | 31.02 | 37.59 | 83% |
| Returns for 10 years | N/A | 59.22 | - |
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