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RBEGX vs WSBFX
RBEGX vs WSBFX Comparison
Open Charts RBEGX vs WSBFX
American Funds Growth and Inc Port R2E
Price$21.65
Change-$0.16 (-0.73%)
VolumeN/A
Net Assets21.95B
Boston Trust Walden Balanced
Price$23.13
Change-$0.73 (-3.06%)
VolumeN/A
Net Assets148.75M
RBEGX vs WSBFX Comparison Chart in %
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RBEGX vs. WSBFX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RBEGX has more cash in the bank: 21.9B vs. WSBFX (149M). RBEGX (1.22) and WSBFX (1.17) have matching dividends . 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 : 12.35 vs. WSBFX (3.23). RBEGX return over 5 years is better than : 29.00 vs. WSBFX (10.94).
| 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 | 2.123 | 1.840 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9B | 149M | 14,698% |
| Annual Yield % from dividends | 1.22 | 1.17 | 104% |
| Returns for 1 year | 12.35 | 3.23 | 383% |
| Returns for 3 years | 41.65 | 10.38 | 401% |
| Returns for 5 years | 29.00 | 10.94 | 265% |
| Returns for 10 years | 90.22 | 80.30 | 112% |
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