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FBONX vs WDIIX
FBONX vs WDIIX Comparison
Open Charts FBONX vs WDIIX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Wilmington Enhanced Div Inc Strat I
Price$15.04
Change-$0.14 (-0.92%)
VolumeN/A
Net Assets87.27M
FBONX vs WDIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. WDIIX (87.3M). WDIIX (2.04) and FBONX (1.97) 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 : 11.57 vs. FBONX (9.08). WDIIX return over 5 years is better than : 66.60 vs. FBONX (43.48).
| 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 | 15.092 | 16.060 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 87.3M | 308,133% |
| Annual Yield % from dividends | 1.97 | 2.04 | 97% |
| Returns for 1 year | 9.08 | 11.57 | 78% |
| Returns for 3 years | 44.58 | 37.44 | 119% |
| Returns for 5 years | 43.48 | 66.60 | 65% |
| Returns for 10 years | N/A | 92.39 | - |
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