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RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$34.83
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.69B
Wilmington Enhanced Div Inc Strat I
Price$13.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets77.8M
RLEFX vs WDIIX Comparison Chart
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RLEFX vs. WDIIX commentary
May 24, 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 WDIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 238B vs. WDIIX (77.8M). WDIIX pays higher dividends than RLEFX: WDIIX (2.79) vs RLEFX (2.17). RLEFX was incepted earlier than WDIIX: RLEFX (10 years) vs WDIIX (15 years). WDIIX (0.99) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. WDIIX (20.00). RLEFX has a lower initial minimum investment than WDIIX: RLEFX (250) vs WDIIX (100000). WDIIX (5.14) and RLEFX (4.95) have marching annual gain over last year. WDIIX return over 5 years is better than : 62.51 vs. RLEFX (39.17).
| RLEFX | WDIIX | RLEFX / WDIIX | |
| Total Expense Ratio | 0.39 | 0.50 | 78% |
| Annual Report Gross Expense Ratio | 0.39 | 0.99 | 39% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 2.055 | 0.870 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 77.8M | 305,913% |
| Annual Yield % from dividends | 2.17 | 2.79 | 78% |
| Returns for 1 year | 4.95 | 5.14 | 96% |
| Returns for 3 years | 23.12 | 22.74 | 102% |
| Returns for 5 years | 39.17 | 62.51 | 63% |
| Returns for 10 years | N/A | 57.92 | - |
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