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RLBGX vs WDIIX
RLBGX vs WDIIX Comparison
Open Charts RLBGX vs WDIIX
American Funds American Balanced R6
Price$37.67
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
Wilmington Enhanced Div Inc Strat I
Price$14.97
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets87.35M
RLBGX vs WDIIX Comparison Chart in %
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RLBGX vs. WDIIX commentary
Dec 27, 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 RLBGX is a StrongBuy and WDIIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. WDIIX (87.4M). WDIIX (1.99) and RLBGX (1.98) have matching dividends . RLBGX was incepted earlier than WDIIX: RLBGX (17 years) vs WDIIX (16 years). WDIIX (0.86) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. WDIIX (16.00). RLBGX has a lower initial minimum investment than WDIIX: RLBGX (250) vs WDIIX (100000). WDIIX annual gain was more profitable for investors over the last year : 13.34 vs. RLBGX (9.48). WDIIX return over 5 years is better than : 58.66 vs. RLBGX (36.50).
| RLBGX | WDIIX | RLBGX / WDIIX | |
| Total Expense Ratio | 0.25 | 0.50 | 50% |
| Annual Report Gross Expense Ratio | 0.25 | 0.86 | 29% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 10.917 | 14.454 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 87.4M | 307,780% |
| Annual Yield % from dividends | 1.98 | 1.99 | 100% |
| Returns for 1 year | 9.48 | 13.34 | 71% |
| Returns for 3 years | 38.99 | 36.66 | 106% |
| Returns for 5 years | 36.50 | 58.66 | 62% |
| Returns for 10 years | 77.57 | 89.18 | 87% |
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