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IFACX vs WSBFX
IFACX vs WSBFX Comparison
Open Charts IFACX vs WSBFX
American Funds Income Fund of Amer C
Price$25.69
Change+$0.04 (+0.16%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Balanced
Price$23.74
Change+$0.11 (+0.47%)
VolumeN/A
CapitalizationN/A
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IFACX vs WSBFX Comparison Chart
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IFACX vs. WSBFX commentary
Nov 08, 2024
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 IFACX is a Buy and WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
IFACX pays higher dividends than WSBFX: IFACX (2.88) vs WSBFX (1.05). IFACX was incepted earlier than WSBFX: IFACX (24 years) vs WSBFX (25 years). IFACX is a more actively managed with annual turnover of: 40.00 vs. WSBFX (11.76). IFACX has a lower initial minimum investment than WSBFX: IFACX (250) vs WSBFX (100000). IFACX annual gain was more profitable for investors over the last year : 22.32 vs. WSBFX (8.07). IFACX (21.63) and WSBFX (21.38) have equivalent 5 years return.
| IFACX | WSBFX | IFACX / WSBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 12.975 | 8.345 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 164M | - |
| Annual Yield % from dividends | 2.88 | 1.05 | 273% |
| Returns for 1 year | 22.32 | 8.07 | 277% |
| Returns for 3 years | 4.32 | -5.68 | -76% |
| Returns for 5 years | 21.63 | 21.38 | 101% |
| Returns for 10 years | 33.60 | 62.31 | 54% |