Interact to see
Advertisement
Advertisement
FBAFX vs WDIIX
FBAFX vs WDIIX Comparison
Open Charts FBAFX vs WDIIX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Wilmington Enhanced Div Inc Strat I
Price$15.04
Change-$0.14 (-0.92%)
VolumeN/A
Net Assets87.27M
FBAFX vs WDIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. WDIIX (87.3M). WDIIX pays higher dividends than FBAFX: WDIIX (2.04) vs FBAFX (1.94). FBAFX was incepted earlier than WDIIX: FBAFX (5 years) vs WDIIX (15 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 : 11.57 vs. FBAFX (9.01). WDIIX return over 5 years is better than : 66.60 vs. FBAFX (43.18).
| 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 | 15 years | - |
| Gain YTD | 15.061 | 16.060 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 87.3M | 308,133% |
| Annual Yield % from dividends | 1.94 | 2.04 | 95% |
| Returns for 1 year | 9.01 | 11.57 | 78% |
| Returns for 3 years | 44.43 | 37.44 | 119% |
| Returns for 5 years | 43.18 | 66.60 | 65% |
| Returns for 10 years | N/A | 92.39 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement