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FBONX vs WDIIX
FBONX vs WDIIX Comparison
Open Charts FBONX vs WDIIX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Wilmington Enhanced Div Inc Strat I
Price$15.19
Change+$0.12 (+0.80%)
VolumeN/A
Net Assets87.92M
FBONX vs WDIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. WDIIX (87.9M). WDIIX (1.99) and FBONX (1.93) 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 annual gain was more profitable for investors over the last year : 10.69 vs. FBONX (10.08). WDIIX return over 5 years is better than : 60.55 vs. FBONX (42.77).
| 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 | 17.419 | 16.136 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 87.9M | 306,030% |
| Annual Yield % from dividends | 1.93 | 1.99 | 97% |
| Returns for 1 year | 10.08 | 10.69 | 94% |
| Returns for 3 years | 42.81 | 33.93 | 126% |
| Returns for 5 years | 42.77 | 60.55 | 71% |
| Returns for 10 years | N/A | 89.79 | - |
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