Interact to see
Advertisement
Advertisement
FBONX vs WDIAX
FBONX vs WDIAX Comparison
Open Charts FBONX vs WDIAX
American Funds American Balanced 529-F-3
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Wilmington Enhanced Div Inc Strat A
Price$14.72
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets85.31M
FBONX vs WDIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 265B vs. WDIAX (85.3M). FBONX pays higher dividends than WDIAX: FBONX (2.00) 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). FBONX annual gain was more profitable for investors over the last year : 9.00 vs. WDIAX (6.85).
| 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 | 14.886 | 12.810 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 85.3M | 310,668% |
| Annual Yield % from dividends | 2.00 | 1.87 | 107% |
| Returns for 1 year | 9.00 | 6.85 | 131% |
| Returns for 3 years | 52.65 | 45.70 | 115% |
| Returns for 5 years | N/A | 66.13 | - |
| Returns for 10 years | N/A | 81.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement