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RGQFX vs WSBFX
RGQFX vs WSBFX Comparison
Open Charts RGQFX vs WSBFX
American Funds Growth and Inc Port R5E
Price$22.44
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
RGQFX vs WSBFX Comparison Chart in %
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RGQFX 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 RGQFX is a Hold and WSBFX is a Hold.
FUNDAMENTALS
Fundamentals
RGQFX has more cash in the bank: 21.9B vs. WSBFX (150M). RGQFX pays higher dividends than WSBFX: RGQFX (1.72) vs WSBFX (1.21). RGQFX was incepted earlier than WSBFX: RGQFX (10 years) vs WSBFX (27 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 : 14.11 vs. WSBFX (1.64). RGQFX return over 5 years is better than : 41.31 vs. WSBFX (10.47).
| 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 | 27 years | - |
| Gain YTD | 19.252 | 3.142 | 613% |
| 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 | 1.72 | 1.21 | 143% |
| Returns for 1 year | 14.11 | 1.64 | 862% |
| Returns for 3 years | 49.33 | 12.30 | 401% |
| Returns for 5 years | 41.31 | 10.47 | 395% |
| Returns for 10 years | 87.76 | 66.64 | 132% |
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