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RGQFX vs WSBFX
RGQFX vs WSBFX Comparison
Open Charts RGQFX vs WSBFX
American Funds Growth and Inc Port R5E
Price$22.19
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets21.69B
Boston Trust Walden Balanced
Price$24.72
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets154.79M
RGQFX vs WSBFX Comparison Chart in %
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RGQFX vs. WSBFX commentary
Dec 04, 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 RGQFX is a Hold and WSBFX is a Buy.
FUNDAMENTALS
Fundamentals
RGQFX has more cash in the bank: 21.7B vs. WSBFX (155M). RGQFX pays higher dividends than WSBFX: RGQFX (1.72) vs WSBFX (1.21). RGQFX was incepted earlier than WSBFX: RGQFX (10 years) vs WSBFX (26 years). WSBFX (0.95) is less costly to investors than RGQFX (0.47). RGQFX is a more actively managed with annual turnover of: 10.00 vs. WSBFX (3.30). RGQFX has a lower initial minimum investment than WSBFX: RGQFX (250) vs WSBFX (100000). RGQFX annual gain was more profitable for investors over the last year : 11.45 vs. WSBFX (4.00). RGQFX return over 5 years is better than : 36.77 vs. WSBFX (17.35).
| RGQFX | WSBFX | RGQFX / WSBFX | |
| Total Expense Ratio | 0.47 | 0.95 | 49% |
| Annual Report Gross Expense Ratio | 0.47 | 0.95 | 49% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 17.286 | 10.637 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 155M | 14,000% |
| Annual Yield % from dividends | 1.72 | 1.21 | 143% |
| Returns for 1 year | 11.45 | 4.00 | 287% |
| Returns for 3 years | 41.78 | 12.92 | 323% |
| Returns for 5 years | 36.77 | 17.35 | 212% |
| Returns for 10 years | 77.89 | 67.48 | 115% |
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