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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$22.22
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets21.69B
Boston Trust Walden Balanced
Price$24.72
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets154.79M
FGIIX vs WSBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FGIIX has more cash in the bank: 21.7B vs. WSBFX (155M). FGIIX pays higher dividends than WSBFX: FGIIX (1.80) vs WSBFX (1.21). 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 : 11.52 vs. WSBFX (4.00). FGIIX return over 5 years is better than : 40.72 vs. WSBFX (17.35).
| 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 | 17.446 | 10.637 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 155M | 14,000% |
| Annual Yield % from dividends | 1.80 | 1.21 | 149% |
| Returns for 1 year | 11.52 | 4.00 | 288% |
| Returns for 3 years | 43.28 | 12.92 | 335% |
| Returns for 5 years | 40.72 | 17.35 | 235% |
| Returns for 10 years | N/A | 67.48 | - |
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