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RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Wilmington Enhanced Div Inc Strat I
Price$13.13
Change-$0.38 (-2.81%)
VolumeN/A
CapitalizationN/A
RLEFX vs WDIIX Comparison Chart
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RLEFX vs. WDIIX commentary
Dec 19, 2024
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 Hold and WDIIX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. WDIIX (79.6M). WDIIX (2.42) and RLEFX (2.42) have matching dividends . RLEFX was incepted earlier than WDIIX: RLEFX (9 years) vs WDIIX (15 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. WDIIX (10.00). 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 : 18.72 vs. RLEFX (12.69). WDIIX return over 5 years is better than : 43.60 vs. RLEFX (33.70).
| RLEFX | WDIIX | RLEFX / WDIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 11.668 | 17.424 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 79.6M | 302,764% |
| Annual Yield % from dividends | 2.42 | 2.42 | 100% |
| Returns for 1 year | 12.69 | 18.72 | 68% |
| Returns for 3 years | 12.14 | 24.93 | 49% |
| Returns for 5 years | 33.70 | 43.60 | 77% |
| Returns for 10 years | N/A | 68.00 | - |
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