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FBAFX vs WDIIX
FBAFX vs WDIIX Comparison
Open Charts FBAFX vs WDIIX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Wilmington Enhanced Div Inc Strat I
Price$13.62
Change-$0.15 (-1.09%)
VolumeN/A
Net Assets80.12M
FBAFX vs WDIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 247B vs. WDIIX (80.1M). WDIIX pays higher dividends than FBAFX: WDIIX (2.69) vs FBAFX (2.14). 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 annual gain was more profitable for investors over the last year : 10.04 vs. FBAFX (5.57).
| 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 | 4.578 | 4.356 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 80.1M | 308,365% |
| Annual Yield % from dividends | 2.14 | 2.69 | 80% |
| Returns for 1 year | 5.57 | 10.04 | 56% |
| Returns for 3 years | 34.68 | 33.21 | 104% |
| Returns for 5 years | N/A | 61.80 | - |
| Returns for 10 years | N/A | 65.46 | - |
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