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FBONX vs WDIIX
FBONX vs WDIIX Comparison
Open Charts FBONX vs WDIIX
American Funds American Balanced 529-F-3
Price$33.48
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Wilmington Enhanced Div Inc Strat I
Price$12.90
Change-$0.58 (-4.30%)
VolumeN/A
Net Assets77.97M
FBONX vs WDIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 235B vs. WDIIX (78M). WDIIX pays higher dividends than FBONX: WDIIX (2.68) vs FBONX (2.26). FBONX was incepted earlier than WDIIX: FBONX (4 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: 171.00 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 : 8.91 vs. FBONX (1.65).
| FBONX | WDIIX | FBONX / WDIIX | |
| Total Expense Ratio | 0.30 | 0.50 | 60% |
| Annual Report Gross Expense Ratio | 0.30 | 0.99 | 30% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | -2.102 | 2.159 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 78M | 301,282% |
| Annual Yield % from dividends | 2.26 | 2.68 | 84% |
| Returns for 1 year | 1.65 | 8.91 | 18% |
| Returns for 3 years | 11.28 | 18.94 | 60% |
| Returns for 5 years | N/A | 76.73 | - |
| Returns for 10 years | N/A | 61.98 | - |
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