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FBONX vs WDIIX
FBONX vs WDIIX Comparison
Open Charts FBONX vs WDIIX
American Funds American Balanced 529-F-3
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Wilmington Enhanced Div Inc Strat I
Price$13.13
Change-$0.38 (-2.81%)
VolumeN/A
CapitalizationN/A
FBONX vs WDIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. WDIIX (79.6M). FBONX (2.50) and WDIIX (2.42) have matching dividends . FBONX was incepted earlier than WDIIX: FBONX (4 years) vs WDIIX (15 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. WDIIX (10.00). 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 : 18.72 vs. FBONX (12.79).
| FBONX | WDIIX | FBONX / WDIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 11.771 | 17.424 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 79.6M | 302,764% |
| Annual Yield % from dividends | 2.50 | 2.42 | 103% |
| Returns for 1 year | 12.79 | 18.72 | 68% |
| Returns for 3 years | 14.13 | 24.93 | 57% |
| Returns for 5 years | N/A | 43.60 | - |
| Returns for 10 years | N/A | 68.00 | - |