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FBAFX vs WDIIX
FBAFX vs WDIIX Comparison
Open Charts FBAFX vs WDIIX
American Funds American Balanced 529-F-2
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Wilmington Enhanced Div Inc Strat I
Price$14.79
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets85M
FBAFX vs WDIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 265B vs. WDIIX (85M). WDIIX (2.04) and FBAFX (1.97) have matching dividends . FBAFX was incepted earlier than WDIIX: FBAFX (5 years) vs WDIIX (15 years). WDIIX (0.86) 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). FBAFX annual gain was more profitable for investors over the last year : 8.85 vs. WDIIX (6.73).
| FBAFX | WDIIX | FBAFX / WDIIX | |
| Total Expense Ratio | 0.34 | 0.50 | 68% |
| Annual Report Gross Expense Ratio | 0.34 | 0.86 | 40% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 14.737 | 12.619 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 85M | 311,765% |
| Annual Yield % from dividends | 1.97 | 2.04 | 97% |
| Returns for 1 year | 8.85 | 6.73 | 131% |
| Returns for 3 years | 52.34 | 46.26 | 113% |
| Returns for 5 years | N/A | 67.45 | - |
| Returns for 10 years | N/A | 85.44 | - |