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RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Wilmington Enhanced Div Inc Strat I
Price$14.79
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets85M
RLEFX vs WDIIX Comparison Chart in %
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RLEFX vs. WDIIX commentary
Oct 18, 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: 265B vs. WDIIX (85M). WDIIX pays higher dividends than RLEFX: WDIIX (2.04) vs RLEFX (1.92). RLEFX was incepted earlier than WDIIX: RLEFX (10 years) vs WDIIX (15 years). WDIIX (0.86) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. WDIIX (16.00). RLEFX has a lower initial minimum investment than WDIIX: RLEFX (250) vs WDIIX (100000). RLEFX annual gain was more profitable for investors over the last year : 8.83 vs. WDIIX (6.73). WDIIX return over 5 years is better than : 67.45 vs. RLEFX (43.12).
| RLEFX | WDIIX | RLEFX / WDIIX | |
| Total Expense Ratio | 0.39 | 0.50 | 78% |
| Annual Report Gross Expense Ratio | 0.39 | 0.86 | 45% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 14.702 | 12.619 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 85M | 311,765% |
| Annual Yield % from dividends | 1.92 | 2.04 | 94% |
| Returns for 1 year | 8.83 | 6.73 | 131% |
| Returns for 3 years | 51.24 | 46.26 | 111% |
| Returns for 5 years | 43.12 | 67.45 | 64% |
| Returns for 10 years | N/A | 85.44 | - |