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RIDCX vs WSBFX
RIDCX vs WSBFX Comparison
Open Charts RIDCX vs WSBFX
American Funds Income Fund of Amer R3
Price$26.01
Change+$0.05 (+0.19%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Balanced
Price$23.74
Change+$0.11 (+0.47%)
VolumeN/A
CapitalizationN/A
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RIDCX vs WSBFX Comparison Chart
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RIDCX vs. WSBFX commentary
Nov 08, 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: 129B vs. WSBFX (164M). 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 : 22.78 vs. WSBFX (8.07). RIDCX return over 5 years is better than : 23.42 vs. WSBFX (21.38).
| 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 | 13.390 | 8.345 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 164M | 78,659% |
| Annual Yield % from dividends | 3.23 | 1.05 | 307% |
| Returns for 1 year | 22.78 | 8.07 | 282% |
| Returns for 3 years | 5.38 | -5.68 | -95% |
| Returns for 5 years | 23.42 | 21.38 | 110% |
| Returns for 10 years | 36.48 | 62.31 | 59% |
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