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RLEFX vs WDIAX
RLEFX vs WDIAX Comparison
Open Charts RLEFX vs WDIAX
American Funds American Balanced R5E
Price$35.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
Wilmington Enhanced Div Inc Strat A
Price$13.42
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets78.67M
RLEFX vs WDIAX Comparison Chart
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RLEFX vs. WDIAX commentary
Jun 06, 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: 244B vs. WDIAX (78.7M). WDIAX pays higher dividends than RLEFX: WDIAX (2.53) vs RLEFX (2.09). 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 (20.00). 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 : 7.74 vs. RLEFX (7.16). WDIAX return over 5 years is better than : 51.21 vs. RLEFX (35.68).
| 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 | 4.659 | 2.200 | 212% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 78.7M | 310,038% |
| Annual Yield % from dividends | 2.09 | 2.53 | 82% |
| Returns for 1 year | 7.16 | 7.74 | 93% |
| Returns for 3 years | 23.58 | 20.08 | 117% |
| Returns for 5 years | 35.68 | 51.21 | 70% |
| Returns for 10 years | N/A | 58.98 | - |
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