Interact to see
Advertisement
Advertisement
RLEFX vs WDIIX
RLEFX vs WDIIX Comparison
Open Charts RLEFX vs WDIIX
American Funds American Balanced R5E
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Wilmington Enhanced Div Inc Strat I
Price$14.97
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets87.35M
RLEFX vs WDIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. WDIIX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. WDIIX (87.4M). WDIIX pays higher dividends than RLEFX: WDIIX (1.99) vs RLEFX (1.86). 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 : 13.34 vs. RLEFX (9.35). WDIIX return over 5 years is better than : 58.66 vs. RLEFX (35.69).
| 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 | 10.784 | 14.454 | 75% |
| 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 | 1.86 | 1.99 | 93% |
| Returns for 1 year | 9.35 | 13.34 | 70% |
| Returns for 3 years | 38.41 | 36.66 | 105% |
| Returns for 5 years | 35.69 | 58.66 | 61% |
| Returns for 10 years | 75.88 | 89.18 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement