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RBEGX vs WSBFX
RBEGX vs WSBFX Comparison
Open Charts RBEGX vs WSBFX
American Funds Growth and Inc Port R2E
Price$22.35
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets21.95B
Boston Trust Walden Balanced
Price$22.99
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets149.87M
RBEGX vs WSBFX Comparison Chart in %
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RBEGX vs. WSBFX commentary
Dec 27, 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 RBEGX is a Hold and WSBFX is a Hold.
FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.9B vs. WSBFX (150M). WSBFX pays higher dividends than RBEGX: WSBFX (1.21) vs RBEGX (1.14). RBEGX was incepted earlier than WSBFX: RBEGX (11 years) vs WSBFX (27 years). RBEGX (1.14) is less costly to investors than WSBFX (0.95). RBEGX is a more actively managed with annual turnover of: 10.00 vs. WSBFX (3.30). RBEGX has a lower initial minimum investment than WSBFX: RBEGX (250) vs WSBFX (100000). RBEGX annual gain was more profitable for investors over the last year : 13.37 vs. WSBFX (1.64). RBEGX return over 5 years is better than : 37.54 vs. WSBFX (10.47).
| RBEGX | WSBFX | RBEGX / WSBFX | |
| Total Expense Ratio | 1.14 | 0.95 | 120% |
| Annual Report Gross Expense Ratio | 1.14 | 0.95 | 120% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 18.540 | 3.142 | 590% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9B | 150M | 14,600% |
| Annual Yield % from dividends | 1.14 | 1.21 | 95% |
| Returns for 1 year | 13.37 | 1.64 | 817% |
| Returns for 3 years | 46.66 | 12.30 | 379% |
| Returns for 5 years | 37.54 | 10.47 | 359% |
| Returns for 10 years | 82.27 | 66.64 | 123% |
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