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RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$38.68
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
Wilmington Enhanced Div Inc Strat I
Price$14.86
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets86.11M
RLEFX vs WDIIX Comparison Chart in %
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RLEFX vs. WDIIX commentary
Nov 20, 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: 264B vs. WDIIX (86.1M). WDIIX pays higher dividends than RLEFX: WDIIX (2.04) vs RLEFX (1.89). 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). WDIIX (9.22) and RLEFX (9.02) have marching annual gain over last year. WDIIX return over 5 years is better than : 61.54 vs. RLEFX (39.18).
| 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 | 13.936 | 13.613 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 86.1M | 306,620% |
| Annual Yield % from dividends | 1.89 | 2.04 | 93% |
| Returns for 1 year | 9.02 | 9.22 | 98% |
| Returns for 3 years | 41.38 | 34.20 | 121% |
| Returns for 5 years | 39.18 | 61.54 | 64% |
| Returns for 10 years | 72.67 | 84.97 | 86% |
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