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FBAFX vs WDIIX
FBAFX vs WDIIX Comparison
Open Charts FBAFX vs WDIIX
American Funds American Balanced 529-F-2
Price$35.33
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Wilmington Enhanced Div Inc Strat I
Price$13.89
Change-$0.11 (-0.79%)
VolumeN/A
Net Assets80.92M
FBAFX vs WDIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 242B vs. WDIIX (80.9M). FBAFX (2.47) and WDIIX (2.42) have matching dividends . FBAFX was incepted earlier than WDIIX: FBAFX (4 years) vs WDIIX (15 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. WDIIX (10.00). 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 : 17.96 vs. FBAFX (9.47).
| FBAFX | WDIIX | FBAFX / WDIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 2.913 | 5.501 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 80.9M | 299,135% |
| Annual Yield % from dividends | 2.47 | 2.42 | 102% |
| Returns for 1 year | 9.47 | 17.96 | 53% |
| Returns for 3 years | 20.04 | 28.19 | 71% |
| Returns for 5 years | N/A | 45.72 | - |
| Returns for 10 years | N/A | 67.74 | - |
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