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RIDCX vs WSBFX
RIDCX vs WSBFX Comparison
Open Charts RIDCX vs WSBFX
American Funds Income Fund of Amer R3
Price$24.57
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets124.57B
Boston Trust Walden Balanced
Price$20.97
Change-$0.10 (-0.47%)
VolumeN/A
Net Assets144.44M
RIDCX vs WSBFX Comparison Chart
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RIDCX vs. WSBFX commentary
Apr 19, 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: 125B vs. WSBFX (144M). RIDCX pays higher dividends than WSBFX: RIDCX (3.55) vs WSBFX (1.36). 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 : 9.62 vs. WSBFX (-2.34). RIDCX return over 5 years is better than : 34.74 vs. WSBFX (16.01).
| 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 | 1.705 | -5.880 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 144M | 86,806% |
| Annual Yield % from dividends | 3.55 | 1.36 | 261% |
| Returns for 1 year | 9.62 | -2.34 | -412% |
| Returns for 3 years | 5.96 | -5.24 | -114% |
| Returns for 5 years | 34.74 | 16.01 | 217% |
| Returns for 10 years | 29.77 | 43.53 | 68% |
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