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RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$38.36
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
Wilmington Enhanced Div Inc Strat I
Price$14.68
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets84.49M
RLEFX vs WDIIX Comparison Chart in %
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RLEFX vs. WDIIX commentary
Sep 26, 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: 263B vs. WDIIX (84.5M). 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 annual gain was more profitable for investors over the last year : 9.70 vs. RLEFX (8.33). WDIIX return over 5 years is better than : 72.01 vs. RLEFX (45.28).
| 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 | 12.993 | 12.466 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 84.5M | 311,243% |
| Annual Yield % from dividends | 1.97 | 2.23 | 88% |
| Returns for 1 year | 8.33 | 9.70 | 86% |
| Returns for 3 years | 51.25 | 50.63 | 101% |
| Returns for 5 years | 45.28 | 72.01 | 63% |
| Returns for 10 years | N/A | 92.53 | - |
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