Interact to see
Advertisement
Advertisement
FBONX vs WDIIX
FBONX vs WDIIX Comparison
Open Charts FBONX vs WDIIX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Wilmington Enhanced Div Inc Strat I
Price$14.19
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets82.18M
FBONX vs WDIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. WDIIX (82.2M). WDIIX pays higher dividends than FBONX: WDIIX (2.32) vs FBONX (2.10). FBONX was incepted earlier than WDIIX: FBONX (5 years) vs WDIIX (15 years). WDIIX (0.99) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. WDIIX (16.00). FBONX has a lower initial minimum investment than WDIIX: FBONX (250) vs WDIIX (100000). WDIIX (11.04) and FBONX (10.59) have marching annual gain over last year.
| FBONX | WDIIX | FBONX / WDIIX | |
| Total Expense Ratio | 0.30 | 0.50 | 60% |
| Annual Report Gross Expense Ratio | 0.30 | 0.99 | 30% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 9.205 | 7.850 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 82.2M | 309,002% |
| Annual Yield % from dividends | 2.10 | 2.32 | 91% |
| Returns for 1 year | 10.59 | 11.04 | 96% |
| Returns for 3 years | 36.98 | 36.35 | 102% |
| Returns for 5 years | N/A | 64.23 | - |
| Returns for 10 years | N/A | 71.46 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement