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RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Wilmington Enhanced Div Inc Strat I
Price$13.89
Change-$0.11 (-0.79%)
VolumeN/A
Net Assets80.92M
RLEFX vs WDIIX Comparison Chart
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RLEFX vs. WDIIX commentary
Feb 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 Hold and WDIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. WDIIX (80.9M). 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 : 17.96 vs. RLEFX (9.42). WDIIX return over 5 years is better than : 45.72 vs. RLEFX (31.16).
| 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 | 2.915 | 5.501 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 80.9M | 299,135% |
| Annual Yield % from dividends | 2.42 | 2.42 | 100% |
| Returns for 1 year | 9.42 | 17.96 | 52% |
| Returns for 3 years | 18.08 | 28.19 | 64% |
| Returns for 5 years | 31.16 | 45.72 | 68% |
| Returns for 10 years | N/A | 67.74 | - |
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