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RLEFX vs WDIAX
RLEFX vs WDIAX Comparison
Open Charts RLEFX vs WDIAX
American Funds American Balanced R5E
Price$36.87
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Wilmington Enhanced Div Inc Strat A
Price$14.01
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets81.41M
RLEFX vs WDIAX Comparison Chart in %
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RLEFX vs. WDIAX commentary
Jul 18, 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: 252B vs. WDIAX (81.4M). WDIAX pays higher dividends than RLEFX: WDIAX (2.16) vs RLEFX (2.01). RLEFX was incepted earlier than WDIAX: RLEFX (10 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 (16.00). RLEFX has a lower initial minimum investment than WDIAX: RLEFX (250) vs WDIAX (1000). WDIAX (7.59) and RLEFX (7.26) have marching annual gain over last year. WDIAX return over 5 years is better than : 60.24 vs. RLEFX (40.12).
| 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 | 26 years | - |
| Gain YTD | 8.252 | 6.416 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 81.4M | 309,582% |
| Annual Yield % from dividends | 2.01 | 2.16 | 93% |
| Returns for 1 year | 7.26 | 7.59 | 96% |
| Returns for 3 years | 36.77 | 37.16 | 99% |
| Returns for 5 years | 40.12 | 60.24 | 67% |
| Returns for 10 years | N/A | 63.52 | - |
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