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FBONX vs WDIAX
FBONX vs WDIAX Comparison
Open Charts FBONX vs WDIAX
American Funds American Balanced 529-F-3
Price$34.92
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Wilmington Enhanced Div Inc Strat A
Price$13.19
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets77.8M
FBONX vs WDIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 238B vs. WDIAX (77.8M). WDIAX pays higher dividends than FBONX: WDIAX (2.63) vs FBONX (2.26). 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). FBONX (5.08) and WDIAX (4.90) 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 | 2.109 | 0.755 | 279% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 77.8M | 305,913% |
| Annual Yield % from dividends | 2.26 | 2.63 | 86% |
| Returns for 1 year | 5.08 | 4.90 | 104% |
| Returns for 3 years | 24.99 | 21.91 | 114% |
| Returns for 5 years | N/A | 60.59 | - |
| Returns for 10 years | N/A | 54.05 | - |
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