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RIDCX vs WSBFX
RIDCX vs WSBFX Comparison
Open Charts RIDCX vs WSBFX
American Funds Income Fund of Amer R3
Price$25.66
Change-$0.03 (-0.12%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Balanced
Price$23.53
Change-$0.06 (-0.25%)
VolumeN/A
CapitalizationN/A
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RIDCX vs WSBFX Comparison Chart
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RIDCX vs. WSBFX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIDCX has more cash in the bank: 129B vs. WSBFX (166M). RIDCX pays higher dividends than WSBFX: RIDCX (3.23) vs WSBFX (1.05). RIDCX was incepted earlier than WSBFX: RIDCX (22 years) vs WSBFX (25 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 : 20.16 vs. WSBFX (8.25). RIDCX (24.47) and WSBFX (23.54) have equivalent 5 years return.
| RIDCX | WSBFX | RIDCX / WSBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 12.080 | 7.886 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 166M | 77,711% |
| Annual Yield % from dividends | 3.23 | 1.05 | 307% |
| Returns for 1 year | 20.16 | 8.25 | 244% |
| Returns for 3 years | 8.44 | -0.96 | -876% |
| Returns for 5 years | 24.47 | 23.54 | 104% |
| Returns for 10 years | 36.59 | 65.44 | 56% |
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