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FBONX vs WDIIX
FBONX vs WDIIX Comparison
Open Charts FBONX vs WDIIX
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Wilmington Enhanced Div Inc Strat I
Price$15.13
Change+$0.09 (+0.60%)
VolumeN/A
Net Assets87.57M
FBONX vs WDIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. WDIIX (87.6M). FBONX (2.19) and WDIIX (2.17) 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 : 15.78 vs. FBONX (14.57). WDIIX return over 5 years is better than : 57.62 vs. FBONX (40.47).
| 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 | 2.348 | 2.092 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 87.6M | 308,219% |
| Annual Yield % from dividends | 2.19 | 2.17 | 101% |
| Returns for 1 year | 14.57 | 15.78 | 92% |
| Returns for 3 years | 38.94 | 35.36 | 110% |
| Returns for 5 years | 40.47 | 57.62 | 70% |
| Returns for 10 years | N/A | 103.67 | - |
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