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RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets257.73B
Wilmington Enhanced Div Inc Strat I
Price$14.46
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets83.07M
RLEFX vs WDIIX Comparison Chart in %
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RLEFX vs. WDIIX commentary
Sep 06, 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: 258B vs. WDIIX (83.1M). WDIIX pays higher dividends than RLEFX: WDIIX (2.23) vs RLEFX (1.97). 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 (16.00). RLEFX has a lower initial minimum investment than WDIIX: RLEFX (250) vs WDIIX (100000). WDIIX (10.03) and RLEFX (9.60) have marching annual gain over last year. WDIIX return over 5 years is better than : 64.27 vs. RLEFX (40.14).
| 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 | 10.924 | 10.057 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 83.1M | 310,469% |
| Annual Yield % from dividends | 1.97 | 2.23 | 88% |
| Returns for 1 year | 9.60 | 10.03 | 96% |
| Returns for 3 years | 39.81 | 38.77 | 103% |
| Returns for 5 years | 40.14 | 64.27 | 62% |
| Returns for 10 years | N/A | 82.50 | - |
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