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FBONX vs WDIAX
FBONX vs WDIAX Comparison
Open Charts FBONX vs WDIAX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Wilmington Enhanced Div Inc Strat A
Price$14.96
Change-$0.15 (-0.99%)
VolumeN/A
Net Assets87.27M
FBONX vs WDIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. WDIAX (87.3M). FBONX pays higher dividends than WDIAX: FBONX (1.97) vs WDIAX (1.87). FBONX was incepted earlier than WDIAX: FBONX (5 years) vs WDIAX (27 years). WDIAX (1.36) 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 annual gain was more profitable for investors over the last year : 11.34 vs. FBONX (10.27). WDIAX return over 5 years is better than : 64.63 vs. FBONX (45.24).
| FBONX | WDIAX | FBONX / WDIAX | |
| Total Expense Ratio | 0.30 | 0.75 | 40% |
| Annual Report Gross Expense Ratio | 0.30 | 1.36 | 22% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 16.506 | 15.799 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 87.3M | 308,133% |
| Annual Yield % from dividends | 1.97 | 1.87 | 105% |
| Returns for 1 year | 10.27 | 11.34 | 91% |
| Returns for 3 years | 45.55 | 36.47 | 125% |
| Returns for 5 years | 45.24 | 64.63 | 70% |
| Returns for 10 years | N/A | 87.70 | - |
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