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FBONX vs WDIIX
FBONX vs WDIIX Comparison
Open Charts FBONX vs WDIIX
American Funds American Balanced 529-F-3
Price$38.71
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Wilmington Enhanced Div Inc Strat I
Price$14.86
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets86.11M
FBONX vs WDIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 264B vs. WDIIX (86.1M). WDIIX (2.04) and FBONX (1.97) have matching dividends . FBONX was incepted earlier than WDIIX: FBONX (5 years) vs WDIIX (15 years). WDIIX (0.86) 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 (9.22) and FBONX (9.12) have marching annual gain over last year. WDIIX return over 5 years is better than : 61.54 vs. FBONX (41.88).
| FBONX | WDIIX | FBONX / WDIIX | |
| Total Expense Ratio | 0.30 | 0.50 | 60% |
| Annual Report Gross Expense Ratio | 0.30 | 0.86 | 35% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 14.003 | 13.613 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 86.1M | 306,620% |
| Annual Yield % from dividends | 1.97 | 2.04 | 97% |
| Returns for 1 year | 9.12 | 9.22 | 99% |
| Returns for 3 years | 42.57 | 34.20 | 124% |
| Returns for 5 years | 41.88 | 61.54 | 68% |
| Returns for 10 years | N/A | 84.97 | - |
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