Ad is loading...
RIDCX vs WSBFX
RIDCX vs WSBFX Comparison
Open Charts RIDCX vs WSBFX
American Funds Income Fund of Amer R3
Price$25.30
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets128.01B
Boston Trust Walden Balanced
Price$21.63
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets147.69M
RIDCX vs WSBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RIDCX vs. WSBFX commentary
May 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 RIDCX is a Buy and WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 128B vs. WSBFX (148M). RIDCX pays higher dividends than WSBFX: RIDCX (3.56) vs WSBFX (1.37). RIDCX was incepted earlier than WSBFX: RIDCX (23 years) vs WSBFX (26 years). WSBFX (0.96) is less costly to investors than RIDCX (0.91). RIDCX is a more actively managed with annual turnover of: 92.00 vs. WSBFX (3.30). RIDCX has a lower initial minimum investment than WSBFX: RIDCX (250) vs WSBFX (100000). RIDCX annual gain was more profitable for investors over the last year : 9.76 vs. WSBFX (-1.67). RIDCX return over 5 years is better than : 39.36 vs. WSBFX (18.82).
| RIDCX | WSBFX | RIDCX / WSBFX | |
| Total Expense Ratio | 0.91 | 0.96 | 95% |
| Annual Report Gross Expense Ratio | 0.91 | 0.96 | 95% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 4.727 | -3.142 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 148M | 86,486% |
| Annual Yield % from dividends | 3.56 | 1.37 | 259% |
| Returns for 1 year | 9.76 | -1.67 | -586% |
| Returns for 3 years | 14.81 | 3.25 | 456% |
| Returns for 5 years | 39.36 | 18.82 | 209% |
| Returns for 10 years | 33.51 | 47.98 | 70% |