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RIDCX vs WSBFX
RIDCX vs WSBFX Comparison
Open Charts RIDCX vs WSBFX
American Funds Income Fund of Amer R3
Price$25.15
Change+$0.14 (+0.56%)
VolumeN/A
Net Assets127.65B
Boston Trust Walden Balanced
Price$22.94
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets161.13M
RIDCX vs WSBFX Comparison Chart
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RIDCX vs. WSBFX commentary
Feb 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 128B vs. WSBFX (161M). RIDCX pays higher dividends than WSBFX: RIDCX (3.23) vs WSBFX (1.05). RIDCX was incepted earlier than WSBFX: RIDCX (23 years) vs WSBFX (26 years). RIDCX is a more actively managed with annual turnover of: 40.00 vs. WSBFX (11.76). 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 : 12.41 vs. WSBFX (5.92). RIDCX return over 5 years is better than : 22.41 vs. WSBFX (15.96).
| RIDCX | WSBFX | RIDCX / 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 | 3.498 | 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 | 3.23 | 1.05 | 307% |
| Returns for 1 year | 12.41 | 5.92 | 210% |
| Returns for 3 years | 7.12 | -1.13 | -628% |
| Returns for 5 years | 22.41 | 15.96 | 140% |
| Returns for 10 years | 34.58 | 61.07 | 57% |
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