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RLBCX vs SSBIX
RLBCX vs SSBIX Comparison
Open Charts RLBCX vs SSBIX
American Funds American Balanced R3
Price$33.48
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
State Street Balanced Index K
Price$12.39
Change+$0.17 (+1.39%)
VolumeN/A
Net Assets531.12M
RLBCX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 227B vs. SSBIX (531M). 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 : 6.15 vs. RLBCX (3.84).
| 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 | -1.616 | -4.606 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 531M | 42,750% |
| Annual Yield % from dividends | 1.69 | 0.52 | 326% |
| Returns for 1 year | 3.84 | 6.15 | 62% |
| Returns for 3 years | 13.60 | N/A | - |
| Returns for 5 years | 33.97 | N/A | - |
| Returns for 10 years | 44.52 | N/A | - |
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