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FBONX vs WDIAX
FBONX vs WDIAX Comparison
Open Charts FBONX vs WDIAX
American Funds American Balanced 529-F-3
Price$32.96
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Wilmington Enhanced Div Inc Strat A
Price$12.47
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets72.77M
FBONX vs WDIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 225B vs. WDIAX (72.8M). WDIAX pays higher dividends than FBONX: WDIAX (2.53) vs FBONX (2.26). FBONX was incepted earlier than WDIAX: FBONX (4 years) vs WDIAX (26 years). WDIAX (1.49) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. WDIAX (20.00). FBONX has a lower initial minimum investment than WDIAX: FBONX (250) vs WDIAX (1000). WDIAX annual gain was more profitable for investors over the last year : 4.38 vs. FBONX (2.88).
| FBONX | WDIAX | FBONX / WDIAX | |
| Total Expense Ratio | 0.30 | 0.75 | 40% |
| Annual Report Gross Expense Ratio | 0.30 | 1.49 | 20% |
| Fund Existence | 4 years | 26 years | - |
| Gain YTD | -3.622 | -6.088 | 59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 72.8M | 309,066% |
| Annual Yield % from dividends | 2.26 | 2.53 | 89% |
| Returns for 1 year | 2.88 | 4.38 | 66% |
| Returns for 3 years | 12.09 | 8.99 | 135% |
| Returns for 5 years | N/A | 49.36 | - |
| Returns for 10 years | N/A | 44.63 | - |
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