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RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$32.23
Change-$1.23 (-3.68%)
VolumeN/A
Net Assets220.57B
Wilmington Enhanced Div Inc Strat I
Price$12.14
Change-$0.76 (-5.89%)
VolumeN/A
Net Assets70.68M
RLEFX vs WDIIX Comparison Chart
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RLEFX vs. WDIIX commentary
Apr 07, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 221B vs. WDIIX (70.7M). WDIIX pays higher dividends than RLEFX: WDIIX (2.68) vs RLEFX (2.16). RLEFX was incepted earlier than WDIIX: RLEFX (9 years) vs WDIIX (15 years). WDIIX (0.99) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 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 : -0.99 vs. RLEFX (-1.45). WDIIX return over 5 years is better than : 59.16 vs. RLEFX (41.98).
| RLEFX | WDIIX | RLEFX / WDIIX | |
| Total Expense Ratio | 0.40 | 0.50 | 80% |
| Annual Report Gross Expense Ratio | 0.40 | 0.99 | 40% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | -5.699 | -7.997 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 70.7M | 312,588% |
| Annual Yield % from dividends | 2.16 | 2.68 | 81% |
| Returns for 1 year | -1.45 | -0.99 | 148% |
| Returns for 3 years | 6.70 | 7.91 | 85% |
| Returns for 5 years | 41.98 | 59.16 | 71% |
| Returns for 10 years | N/A | 45.88 | - |
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