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RLEFX vs WDIAX
RLEFX vs WDIAX Comparison
Open Charts RLEFX vs WDIAX
American Funds American Balanced R5E
Price$37.72
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Wilmington Enhanced Div Inc Strat A
Price$14.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets82.88M
RLEFX vs WDIAX Comparison Chart in %
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RLEFX vs. WDIAX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 255B vs. WDIAX (82.9M). 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 annual gain was more profitable for investors over the last year : 9.39 vs. RLEFX (8.29). WDIAX return over 5 years is better than : 61.78 vs. RLEFX (38.54).
| 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 | 10.748 | 10.157 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 82.9M | 307,600% |
| Annual Yield % from dividends | 2.00 | 2.17 | 92% |
| Returns for 1 year | 8.29 | 9.39 | 88% |
| Returns for 3 years | 36.30 | 34.72 | 105% |
| Returns for 5 years | 38.54 | 61.78 | 62% |
| Returns for 10 years | N/A | 77.99 | - |
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