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$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Wilmington Enhanced Div Inc Strat I
Price$13.62
Change-$0.15 (-1.09%)
VolumeN/A
Net Assets80.12M
FBONX vs WDIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 247B vs. WDIIX (80.1M). WDIIX pays higher dividends than FBONX: WDIIX (2.69) vs FBONX (2.18). 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 (20.00). FBONX has a lower initial minimum investment than WDIIX: FBONX (250) vs WDIIX (100000). WDIIX annual gain was more profitable for investors over the last year : 10.04 vs. FBONX (5.58).
| 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 | 4.568 | 4.356 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 80.1M | 308,365% |
| Annual Yield % from dividends | 2.18 | 2.69 | 81% |
| Returns for 1 year | 5.58 | 10.04 | 56% |
| Returns for 3 years | 34.82 | 33.21 | 105% |
| Returns for 5 years | N/A | 61.80 | - |
| Returns for 10 years | N/A | 65.46 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers