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RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Wilmington Enhanced Div Inc Strat I
Price$13.62
Change-$0.15 (-1.09%)
VolumeN/A
Net Assets80.12M
RLEFX vs WDIIX Comparison Chart
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RLEFX vs. WDIIX commentary
Jun 14, 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: 247B vs. WDIIX (80.1M). WDIIX pays higher dividends than RLEFX: WDIIX (2.69) vs RLEFX (2.09). 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 annual gain was more profitable for investors over the last year : 10.04 vs. RLEFX (5.49). WDIIX return over 5 years is better than : 61.80 vs. RLEFX (39.46).
| 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 | 4.524 | 4.356 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 80.1M | 308,365% |
| Annual Yield % from dividends | 2.09 | 2.69 | 78% |
| Returns for 1 year | 5.49 | 10.04 | 55% |
| Returns for 3 years | 33.28 | 33.21 | 100% |
| Returns for 5 years | 39.46 | 61.80 | 64% |
| Returns for 10 years | N/A | 65.46 | - |
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