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RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Wilmington Enhanced Div Inc Strat I
Price$15.04
Change-$0.14 (-0.92%)
VolumeN/A
Net Assets87.27M
RLEFX vs WDIIX Comparison Chart in %
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RLEFX vs. WDIIX commentary
Nov 14, 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 Buy and WDIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. WDIIX (87.3M). 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 annual gain was more profitable for investors over the last year : 11.57 vs. RLEFX (8.96). WDIIX return over 5 years is better than : 66.60 vs. RLEFX (40.71).
| 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 | 14.996 | 16.060 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 87.3M | 308,133% |
| Annual Yield % from dividends | 1.89 | 2.04 | 93% |
| Returns for 1 year | 8.96 | 11.57 | 77% |
| Returns for 3 years | 43.39 | 37.44 | 116% |
| Returns for 5 years | 40.71 | 66.60 | 61% |
| Returns for 10 years | N/A | 92.39 | - |
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