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FBONX vs WDIAX
FBONX vs WDIAX Comparison
Open Charts FBONX vs WDIAX
American Funds American Balanced 529-F-3
Price$36.90
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Wilmington Enhanced Div Inc Strat A
Price$14.01
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets81.41M
FBONX vs WDIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. WDIAX (81.4M). WDIAX (2.16) and FBONX (2.10) have matching dividends . 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 (16.00). FBONX has a lower initial minimum investment than WDIAX: FBONX (250) vs WDIAX (1000). WDIAX (7.59) and FBONX (7.36) 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 | 26 years | - |
| Gain YTD | 8.296 | 6.416 | 129% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 81.4M | 309,582% |
| Annual Yield % from dividends | 2.10 | 2.16 | 97% |
| Returns for 1 year | 7.36 | 7.59 | 97% |
| Returns for 3 years | 38.36 | 37.16 | 103% |
| Returns for 5 years | N/A | 60.24 | - |
| Returns for 10 years | N/A | 63.52 | - |
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