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FBAFX vs WDIIX
FBAFX vs WDIIX Comparison
Open Charts FBAFX vs WDIIX
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
Wilmington Enhanced Div Inc Strat I
Price$12.82
Change+$0.14 (+1.10%)
VolumeN/A
Net Assets74.34M
FBAFX vs WDIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. WDIIX (74.3M). WDIIX pays higher dividends than FBAFX: WDIIX (2.68) vs FBAFX (2.22). FBAFX was incepted earlier than WDIIX: FBAFX (4 years) vs WDIIX (15 years). WDIIX (0.99) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. WDIIX (20.00). FBAFX has a lower initial minimum investment than WDIIX: FBAFX (250) vs WDIIX (100000). FBAFX annual gain was more profitable for investors over the last year : 4.44 vs. WDIIX (3.83).
| FBAFX | WDIIX | FBAFX / WDIIX | |
| Total Expense Ratio | 0.33 | 0.50 | 66% |
| Annual Report Gross Expense Ratio | 0.33 | 0.99 | 33% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | -1.440 | -3.904 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 74.3M | 305,518% |
| Annual Yield % from dividends | 2.22 | 2.68 | 83% |
| Returns for 1 year | 4.44 | 3.83 | 116% |
| Returns for 3 years | 16.56 | 14.21 | 117% |
| Returns for 5 years | N/A | 56.48 | - |
| Returns for 10 years | N/A | 50.17 | - |
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