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RIDBX vs WSBFX
RIDBX vs WSBFX Comparison
Open Charts RIDBX vs WSBFX
American Funds Income Fund of Amer R2
Price$25.21
Change+$0.17 (+0.68%)
VolumeN/A
Net Assets129.42B
Boston Trust Walden Balanced
Price$22.35
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets156.35M
RIDBX vs WSBFX Comparison Chart
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RIDBX vs. WSBFX commentary
Mar 09, 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 RIDBX is a Buy and WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 129B vs. WSBFX (156M). RIDBX pays higher dividends than WSBFX: RIDBX (3.13) vs WSBFX (1.32). RIDBX was incepted earlier than WSBFX: RIDBX (23 years) vs WSBFX (26 years). RIDBX (1.36) is less costly to investors than WSBFX (0.96). RIDBX is a more actively managed with annual turnover of: 92.00 vs. WSBFX (3.30). RIDBX has a lower initial minimum investment than WSBFX: RIDBX (250) vs WSBFX (100000). RIDBX annual gain was more profitable for investors over the last year : 10.19 vs. WSBFX (1.84). RIDBX return over 5 years is better than : 28.25 vs. WSBFX (19.66).
| RIDBX | WSBFX | RIDBX / WSBFX | |
| Total Expense Ratio | 1.36 | 0.96 | 142% |
| Annual Report Gross Expense Ratio | 1.36 | 0.96 | 142% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 4.911 | 0.314 | 1,563% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 156M | 82,692% |
| Annual Yield % from dividends | 3.13 | 1.32 | 238% |
| Returns for 1 year | 10.19 | 1.84 | 553% |
| Returns for 3 years | 11.65 | 2.39 | 488% |
| Returns for 5 years | 28.25 | 19.66 | 144% |
| Returns for 10 years | 33.58 | 56.27 | 60% |