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FIFAX vs WSBFX
FIFAX vs WSBFX Comparison
Open Charts FIFAX vs WSBFX
American Funds Income Fund of Amer F3
Price$24.68
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets124.57B
Boston Trust Walden Balanced
Price$20.97
Change-$0.10 (-0.47%)
VolumeN/A
Net Assets144.44M
FIFAX vs WSBFX Comparison Chart
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FIFAX vs. WSBFX commentary
Apr 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIFAX is a Buy and WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
FIFAX has more cash in the bank: 125B vs. WSBFX (144M). FIFAX pays higher dividends than WSBFX: FIFAX (4.15) vs WSBFX (1.36). FIFAX was incepted earlier than WSBFX: FIFAX (8 years) vs WSBFX (26 years). WSBFX (0.96) is less costly to investors than FIFAX (0.27). FIFAX is a more actively managed with annual turnover of: 92.00 vs. WSBFX (3.30). WSBFX has a lower initial minimum investment than FIFAX: WSBFX (100000) vs FIFAX (1000000). FIFAX annual gain was more profitable for investors over the last year : 10.33 vs. WSBFX (-2.34). FIFAX return over 5 years is better than : 38.03 vs. WSBFX (16.01).
| FIFAX | WSBFX | FIFAX / WSBFX | |
| Total Expense Ratio | 0.27 | 0.96 | 28% |
| Annual Report Gross Expense Ratio | 0.27 | 0.96 | 28% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 1.899 | -5.880 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 144M | 86,806% |
| Annual Yield % from dividends | 4.15 | 1.36 | 306% |
| Returns for 1 year | 10.33 | -2.34 | -442% |
| Returns for 3 years | 7.64 | -5.24 | -146% |
| Returns for 5 years | 38.03 | 16.01 | 238% |
| Returns for 10 years | N/A | 43.53 | - |
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