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RIDBX vs WSBFX
RIDBX vs WSBFX Comparison
Open Charts RIDBX vs WSBFX
American Funds Income Fund of Amer R2
Price$24.87
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets127.65B
Boston Trust Walden Balanced
Price$22.94
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets161.13M
RIDBX vs WSBFX Comparison Chart
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RIDBX vs. WSBFX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIDBX has more cash in the bank: 128B vs. WSBFX (161M). RIDBX pays higher dividends than WSBFX: RIDBX (2.85) vs WSBFX (1.05). RIDBX was incepted earlier than WSBFX: RIDBX (23 years) vs WSBFX (26 years). RIDBX is a more actively managed with annual turnover of: 40.00 vs. WSBFX (11.76). 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 : 11.92 vs. WSBFX (5.92). RIDBX return over 5 years is better than : 20.40 vs. WSBFX (15.96).
| RIDBX | WSBFX | RIDBX / WSBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 3.496 | 2.873 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 161M | 79,503% |
| Annual Yield % from dividends | 2.85 | 1.05 | 271% |
| Returns for 1 year | 11.92 | 5.92 | 202% |
| Returns for 3 years | 5.99 | -1.13 | -528% |
| Returns for 5 years | 20.40 | 15.96 | 128% |
| Returns for 10 years | 31.54 | 61.07 | 52% |
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