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FBAFX vs WDIIX
FBAFX vs WDIIX Comparison
Open Charts FBAFX vs WDIIX
American Funds American Balanced 529-F-2
Price$34.86
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets237.69B
Wilmington Enhanced Div Inc Strat I
Price$13.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets77.8M
FBAFX vs WDIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 238B vs. WDIIX (77.8M). WDIIX pays higher dividends than FBAFX: WDIIX (2.79) vs FBAFX (2.22). 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 (20.00). FBAFX has a lower initial minimum investment than WDIIX: FBAFX (250) vs WDIIX (100000). WDIIX (5.14) and FBAFX (5.04) have marching annual gain over last year.
| 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 | 2.098 | 0.870 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 77.8M | 305,913% |
| Annual Yield % from dividends | 2.22 | 2.79 | 80% |
| Returns for 1 year | 5.04 | 5.14 | 98% |
| Returns for 3 years | 24.82 | 22.74 | 109% |
| Returns for 5 years | N/A | 62.51 | - |
| Returns for 10 years | N/A | 57.92 | - |
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