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FBONX vs WDIIX
FBONX vs WDIIX Comparison
Open Charts FBONX vs WDIIX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
Wilmington Enhanced Div Inc Strat I
Price$15.62
Change+$0.86 (+5.83%)
VolumeN/A
Net Assets90.73M
FBONX vs WDIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. WDIIX (90.7M). FBONX (2.14) and WDIIX (2.09) have matching dividends . FBONX was incepted earlier than WDIIX: FBONX (5 years) vs WDIIX (16 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 annual gain was more profitable for investors over the last year : 16.06 vs. FBONX (11.66). WDIIX return over 5 years is better than : 64.68 vs. FBONX (39.41).
| 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 | 16 years | - |
| Gain YTD | 2.481 | 5.398 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 90.7M | 297,685% |
| Annual Yield % from dividends | 2.14 | 2.09 | 103% |
| Returns for 1 year | 11.66 | 16.06 | 73% |
| Returns for 3 years | 37.96 | 40.45 | 94% |
| Returns for 5 years | 39.41 | 64.68 | 61% |
| Returns for 10 years | N/A | 111.34 | - |
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