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FGIIX vs WSBFX
FGIIX vs WSBFX Comparison
Open Charts FGIIX vs WSBFX
American Funds Growth and Inc 529-F-3
Price$22.15
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets21.69B
Boston Trust Walden Balanced
Price$24.46
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets152.97M
FGIIX vs WSBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FGIIX has more cash in the bank: 21.7B vs. WSBFX (153M). FGIIX pays higher dividends than WSBFX: FGIIX (1.82) vs WSBFX (1.23). FGIIX was incepted earlier than WSBFX: FGIIX (5 years) vs WSBFX (26 years). WSBFX (0.95) is less costly to investors than FGIIX (0.39). FGIIX is a more actively managed with annual turnover of: 10.00 vs. WSBFX (3.30). FGIIX has a lower initial minimum investment than WSBFX: FGIIX (250) vs WSBFX (100000). FGIIX annual gain was more profitable for investors over the last year : 12.90 vs. WSBFX (4.59). FGIIX return over 5 years is better than : 45.15 vs. WSBFX (17.62).
| FGIIX | WSBFX | FGIIX / WSBFX | |
| Total Expense Ratio | 0.39 | 0.95 | 41% |
| Annual Report Gross Expense Ratio | 0.39 | 0.95 | 41% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 17.658 | 9.785 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 153M | 14,183% |
| Annual Yield % from dividends | 1.82 | 1.23 | 148% |
| Returns for 1 year | 12.90 | 4.59 | 281% |
| Returns for 3 years | 47.57 | 14.80 | 321% |
| Returns for 5 years | 45.15 | 17.62 | 256% |
| Returns for 10 years | N/A | 70.70 | - |
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