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FBONX vs WDIAX
FBONX vs WDIAX Comparison
Open Charts FBONX vs WDIAX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Wilmington Enhanced Div Inc Strat A
Price$15.11
Change+$0.11 (+0.73%)
VolumeN/A
Net Assets87.92M
FBONX vs WDIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. WDIAX (87.9M). FBONX pays higher dividends than WDIAX: FBONX (1.93) vs WDIAX (1.83). 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). FBONX (9.61) and WDIAX (9.18) have marching annual gain over last year. WDIAX return over 5 years is better than : 59.02 vs. FBONX (43.00).
| 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 | 16.889 | 15.186 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 87.9M | 306,030% |
| Annual Yield % from dividends | 1.93 | 1.83 | 106% |
| Returns for 1 year | 9.61 | 9.18 | 105% |
| Returns for 3 years | 42.16 | 32.29 | 131% |
| Returns for 5 years | 43.00 | 59.02 | 73% |
| Returns for 10 years | N/A | 84.06 | - |
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