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RGQFX vs WSBFX
RGQFX vs WSBFX Comparison
Open Charts RGQFX vs WSBFX
American Funds Growth and Inc Port R5E
Price$22.12
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets21.69B
Boston Trust Walden Balanced
Price$24.46
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets152.97M
RGQFX vs WSBFX Comparison Chart in %
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RGQFX vs. WSBFX commentary
Nov 14, 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 (153M). RGQFX pays higher dividends than WSBFX: RGQFX (1.74) vs WSBFX (1.23). 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 : 12.82 vs. WSBFX (4.59). RGQFX return over 5 years is better than : 41.15 vs. WSBFX (17.62).
| 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 | 17.552 | 9.785 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 153M | 14,183% |
| Annual Yield % from dividends | 1.74 | 1.23 | 142% |
| Returns for 1 year | 12.82 | 4.59 | 279% |
| Returns for 3 years | 46.10 | 14.80 | 312% |
| Returns for 5 years | 41.15 | 17.62 | 233% |
| Returns for 10 years | N/A | 70.70 | - |
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