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FBONX vs WDIAX
FBONX vs WDIAX Comparison
Open Charts FBONX vs WDIAX
American Funds American Balanced 529-F-3
Price$38.94
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Wilmington Enhanced Div Inc Strat A
Price$14.76
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets85.73M
FBONX vs WDIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. WDIAX (85.7M). FBONX pays higher dividends than WDIAX: FBONX (2.00) vs WDIAX (1.87). 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). FBONX (10.31) and WDIAX (9.94) 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 | 14.680 | 13.270 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 85.7M | 310,385% |
| Annual Yield % from dividends | 2.00 | 1.87 | 107% |
| Returns for 1 year | 10.31 | 9.94 | 104% |
| Returns for 3 years | 53.22 | 50.60 | 105% |
| Returns for 5 years | N/A | 66.31 | - |
| Returns for 10 years | N/A | 82.55 | - |
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