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FBAFX vs WDIIX
FBAFX vs WDIIX Comparison
Open Charts FBAFX vs WDIIX
American Funds American Balanced 529-F-2
Price$38.40
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.26B
Wilmington Enhanced Div Inc Strat I
Price$14.68
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets84.49M
FBAFX vs WDIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. WDIIX (84.5M). WDIIX pays higher dividends than FBAFX: WDIIX (2.23) vs FBAFX (2.01). FBAFX was incepted earlier than WDIIX: FBAFX (5 years) vs WDIIX (15 years). WDIIX (0.99) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. WDIIX (16.00). FBAFX has a lower initial minimum investment than WDIIX: FBAFX (250) vs WDIIX (100000). WDIIX annual gain was more profitable for investors over the last year : 9.70 vs. FBAFX (8.41).
| FBAFX | WDIIX | FBAFX / WDIIX | |
| Total Expense Ratio | 0.34 | 0.50 | 68% |
| Annual Report Gross Expense Ratio | 0.34 | 0.99 | 34% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 13.059 | 12.466 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 84.5M | 311,243% |
| Annual Yield % from dividends | 2.01 | 2.23 | 90% |
| Returns for 1 year | 8.41 | 9.70 | 87% |
| Returns for 3 years | 52.40 | 50.63 | 103% |
| Returns for 5 years | N/A | 72.01 | - |
| Returns for 10 years | N/A | 92.53 | - |
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