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RIDCX vs WSBFX
RIDCX vs WSBFX Comparison
Open Charts RIDCX vs WSBFX
American Funds Income Fund of Amer R3
Price$25.50
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets129.42B
Boston Trust Walden Balanced
Price$22.35
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets156.35M
RIDCX vs WSBFX Comparison Chart
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RIDCX 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 RIDCX is a Buy and WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 129B vs. WSBFX (156M). RIDCX pays higher dividends than WSBFX: RIDCX (3.51) vs WSBFX (1.32). 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 : 10.68 vs. WSBFX (1.84). RIDCX return over 5 years is better than : 30.36 vs. WSBFX (19.66).
| 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 | 4.938 | 0.314 | 1,572% |
| 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 | 3.51 | 1.32 | 266% |
| Returns for 1 year | 10.68 | 1.84 | 580% |
| Returns for 3 years | 12.78 | 2.39 | 536% |
| Returns for 5 years | 30.36 | 19.66 | 154% |
| Returns for 10 years | 36.70 | 56.27 | 65% |