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RLEFX vs WDIAX
RLEFX vs WDIAX Comparison
Open Charts RLEFX vs WDIAX
American Funds American Balanced R5E
Price$37.03
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
Wilmington Enhanced Div Inc Strat A
Price$13.88
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets80.48M
RLEFX vs WDIAX Comparison Chart in %
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RLEFX vs. WDIAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 253B vs. WDIAX (80.5M). WDIAX pays higher dividends than RLEFX: WDIAX (2.17) vs RLEFX (2.00). RLEFX was incepted earlier than WDIAX: RLEFX (10 years) vs WDIAX (27 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 (16.00). RLEFX has a lower initial minimum investment than WDIAX: RLEFX (250) vs WDIAX (1000). WDIAX (11.24) and RLEFX (11.02) have marching annual gain over last year. WDIAX return over 5 years is better than : 57.05 vs. RLEFX (37.78).
| RLEFX | WDIAX | RLEFX / WDIAX | |
| Total Expense Ratio | 0.39 | 0.75 | 52% |
| Annual Report Gross Expense Ratio | 0.39 | 1.49 | 26% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 8.722 | 5.882 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 80.5M | 314,286% |
| Annual Yield % from dividends | 2.00 | 2.17 | 92% |
| Returns for 1 year | 11.02 | 11.24 | 98% |
| Returns for 3 years | 31.87 | 30.17 | 106% |
| Returns for 5 years | 37.78 | 57.05 | 66% |
| Returns for 10 years | N/A | 65.10 | - |
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