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FBONX vs WDIAX
FBONX vs WDIAX Comparison
Open Charts FBONX vs WDIAX
American Funds American Balanced 529-F-3
Price$37.07
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
Wilmington Enhanced Div Inc Strat A
Price$13.88
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets80.42M
FBONX vs WDIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. WDIAX (80.4M). WDIAX (2.17) and FBONX (2.08) have matching dividends . FBONX was incepted earlier than WDIAX: FBONX (5 years) vs WDIAX (27 years). WDIAX (1.49) 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 (11.24) and FBONX (11.14) have marching annual gain over last year.
| FBONX | WDIAX | FBONX / WDIAX | |
| Total Expense Ratio | 0.30 | 0.75 | 40% |
| Annual Report Gross Expense Ratio | 0.30 | 1.49 | 20% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 8.795 | 5.882 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 80.4M | 313,433% |
| Annual Yield % from dividends | 2.08 | 2.17 | 96% |
| Returns for 1 year | 11.14 | 11.24 | 99% |
| Returns for 3 years | 33.44 | 30.17 | 111% |
| Returns for 5 years | N/A | 57.05 | - |
| Returns for 10 years | N/A | 65.10 | - |