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RIDCX vs WSBFX
RIDCX vs WSBFX Comparison
Open Charts RIDCX vs WSBFX
American Funds Income Fund of Amer R3
Price$24.25
Change+$0.19 (+0.79%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Balanced
Price$22.44
Change+$0.17 (+0.76%)
VolumeN/A
CapitalizationN/A
RIDCX vs WSBFX Comparison Chart
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RIDCX vs. WSBFX commentary
Dec 23, 2024
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: 124B vs. WSBFX (159M). 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 : 8.71 vs. WSBFX (4.56). RIDCX return over 5 years is better than : 17.27 vs. WSBFX (13.70).
| 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 | 7.874 | 4.221 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 159M | 77,987% |
| Annual Yield % from dividends | 3.23 | 1.05 | 307% |
| Returns for 1 year | 8.71 | 4.56 | 191% |
| Returns for 3 years | 4.06 | -5.83 | -70% |
| Returns for 5 years | 17.27 | 13.70 | 126% |
| Returns for 10 years | 28.80 | 53.60 | 54% |