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RLBCX vs SSBIX
RLBCX vs SSBIX Comparison
Open Charts RLBCX vs SSBIX
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
State Street Balanced Index K
Price$12.32
Change-$0.36 (-2.84%)
VolumeN/A
Net Assets551.39M
RLBCX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. SSBIX (551M). RLBCX pays higher dividends than SSBIX: RLBCX (1.69) vs SSBIX (0.52). RLBCX was incepted earlier than SSBIX: RLBCX (23 years) vs SSBIX (1 year). SSBIX (1.13) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. SSBIX (2.00). SSBIX has a lower initial minimum investment than RLBCX: SSBIX (0) vs RLBCX (250). SSBIX annual gain was more profitable for investors over the last year : 7.63 vs. RLBCX (1.03).
| RLBCX | SSBIX | RLBCX / SSBIX | |
| Total Expense Ratio | 0.89 | 0.05 | 1,780% |
| Annual Report Gross Expense Ratio | 0.89 | 1.13 | 79% |
| Fund Existence | 23 years | 1 year | - |
| Gain YTD | -2.233 | -1.015 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 551M | 42,650% |
| Annual Yield % from dividends | 1.69 | 0.52 | 326% |
| Returns for 1 year | 1.03 | 7.63 | 13% |
| Returns for 3 years | 8.35 | N/A | - |
| Returns for 5 years | 44.21 | N/A | - |
| Returns for 10 years | 45.29 | N/A | - |