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FBONX vs WDIAX
FBONX vs WDIAX Comparison
Open Charts FBONX vs WDIAX
American Funds American Balanced 529-F-3
Price$38.47
Change-$0.35 (-0.90%)
VolumeN/A
Net Assets263.44B
Wilmington Enhanced Div Inc Strat A
Price$14.60
Change-$0.16 (-1.08%)
VolumeN/A
Net Assets86M
FBONX vs WDIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. WDIAX (86M). FBONX pays higher dividends than WDIAX: FBONX (1.97) vs WDIAX (1.87). FBONX was incepted earlier than WDIAX: FBONX (5 years) vs WDIAX (27 years). WDIAX (1.36) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. WDIAX (16.00). 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 : 9.47 vs. FBONX (8.35). WDIAX return over 5 years is better than : 59.59 vs. FBONX (41.38).
| FBONX | WDIAX | FBONX / WDIAX | |
| Total Expense Ratio | 0.30 | 0.75 | 40% |
| Annual Report Gross Expense Ratio | 0.30 | 1.36 | 22% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 13.296 | 13.117 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 86M | 305,814% |
| Annual Yield % from dividends | 1.97 | 1.87 | 105% |
| Returns for 1 year | 8.35 | 9.47 | 88% |
| Returns for 3 years | 41.88 | 32.86 | 127% |
| Returns for 5 years | 41.38 | 59.59 | 69% |
| Returns for 10 years | N/A | 80.41 | - |
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