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FBAFX vs WDIIX
FBAFX vs WDIIX Comparison
Open Charts FBAFX vs WDIIX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
Wilmington Enhanced Div Inc Strat I
Price$15.62
Change+$0.86 (+5.83%)
VolumeN/A
Net Assets90.73M
FBAFX vs WDIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. WDIIX (90.7M). FBAFX (2.11) and WDIIX (2.09) have matching dividends . FBAFX was incepted earlier than WDIIX: FBAFX (5 years) vs WDIIX (16 years). WDIIX (0.86) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. WDIIX (16.00). FBAFX has a lower initial minimum investment than WDIIX: FBAFX (250) vs WDIIX (100000). WDIIX annual gain was more profitable for investors over the last year : 16.06 vs. FBAFX (11.64). WDIIX return over 5 years is better than : 64.68 vs. FBAFX (39.18).
| FBAFX | WDIIX | FBAFX / WDIIX | |
| Total Expense Ratio | 0.34 | 0.50 | 68% |
| Annual Report Gross Expense Ratio | 0.34 | 0.86 | 40% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 2.481 | 5.398 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 90.7M | 297,685% |
| Annual Yield % from dividends | 2.11 | 2.09 | 101% |
| Returns for 1 year | 11.64 | 16.06 | 73% |
| Returns for 3 years | 37.86 | 40.45 | 94% |
| Returns for 5 years | 39.18 | 64.68 | 61% |
| Returns for 10 years | N/A | 111.34 | - |
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