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FBONX vs WDIAX
FBONX vs WDIAX Comparison
Open Charts FBONX vs WDIAX
American Funds American Balanced 529-F-3
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Wilmington Enhanced Div Inc Strat A
Price$13.76
Change+$0.11 (+0.81%)
VolumeN/A
Net Assets79.88M
FBONX vs WDIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 248B vs. WDIAX (79.9M). WDIAX pays higher dividends than FBONX: WDIAX (2.53) vs FBONX (2.18). FBONX was incepted earlier than WDIAX: FBONX (5 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: 44.00 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 : 10.34 vs. FBONX (7.71).
| 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 | 26 years | - |
| Gain YTD | 6.887 | 4.202 | 164% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 79.9M | 310,388% |
| Annual Yield % from dividends | 2.18 | 2.53 | 86% |
| Returns for 1 year | 7.71 | 10.34 | 74% |
| Returns for 3 years | 34.91 | 31.31 | 111% |
| Returns for 5 years | N/A | 62.33 | - |
| Returns for 10 years | N/A | 63.38 | - |