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RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
Wilmington Enhanced Div Inc Strat I
Price$15.62
Change+$0.86 (+5.83%)
VolumeN/A
Net Assets90.73M
RLEFX vs WDIIX Comparison Chart in %
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RLEFX vs. WDIIX commentary
Feb 04, 2026
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: 270B vs. WDIIX (90.7M). WDIIX (2.09) and RLEFX (2.06) have matching dividends . RLEFX was incepted earlier than WDIIX: RLEFX (10 years) vs WDIIX (16 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 annual gain was more profitable for investors over the last year : 16.06 vs. RLEFX (11.56). WDIIX return over 5 years is better than : 64.68 vs. RLEFX (36.72).
| 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 | 16 years | - |
| Gain YTD | 2.483 | 5.398 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 90.7M | 297,685% |
| Annual Yield % from dividends | 2.06 | 2.09 | 99% |
| Returns for 1 year | 11.56 | 16.06 | 72% |
| Returns for 3 years | 37.57 | 40.45 | 93% |
| Returns for 5 years | 36.72 | 64.68 | 57% |
| Returns for 10 years | 90.60 | 111.34 | 81% |
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