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RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$39.83
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Wilmington Enhanced Div Inc Strat I
Price$15.19
Change+$0.12 (+0.80%)
VolumeN/A
Net Assets87.92M
RLEFX vs WDIIX Comparison Chart in %
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RLEFX vs. WDIIX commentary
Dec 04, 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 StrongBuy and WDIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. WDIIX (87.9M). WDIIX pays higher dividends than RLEFX: WDIIX (1.99) vs RLEFX (1.86). 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 annual gain was more profitable for investors over the last year : 10.69 vs. RLEFX (9.99). WDIIX return over 5 years is better than : 60.55 vs. RLEFX (40.02).
| 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 | 17.323 | 16.136 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 87.9M | 306,030% |
| Annual Yield % from dividends | 1.86 | 1.99 | 93% |
| Returns for 1 year | 9.99 | 10.69 | 93% |
| Returns for 3 years | 41.63 | 33.93 | 123% |
| Returns for 5 years | 40.02 | 60.55 | 66% |
| Returns for 10 years | 77.30 | 89.79 | 86% |
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