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RLEFX vs WDIAX
RLEFX vs WDIAX Comparison
Open Charts RLEFX vs WDIAX
American Funds American Balanced R5E
Price$35.36
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
Wilmington Enhanced Div Inc Strat A
Price$13.68
Change-$0.12 (-0.87%)
VolumeN/A
Net Assets82.28M
RLEFX vs WDIAX Comparison Chart
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RLEFX vs. WDIAX commentary
Jan 23, 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: 242B vs. WDIAX (82.3M). 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 : 17.83 vs. RLEFX (12.56). WDIAX return over 5 years is better than : 41.09 vs. RLEFX (32.20).
| 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 | 2.945 | 3.253 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 82.3M | 294,046% |
| Annual Yield % from dividends | 2.42 | 2.27 | 106% |
| Returns for 1 year | 12.56 | 17.83 | 70% |
| Returns for 3 years | 16.26 | 24.70 | 66% |
| Returns for 5 years | 32.20 | 41.09 | 78% |
| Returns for 10 years | N/A | 64.43 | - |