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RLBCX vs SSBIX
RLBCX vs SSBIX Comparison
Open Charts RLBCX vs SSBIX
American Funds American Balanced R3
Price$36.28
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets249.42B
State Street Balanced Index K
Price$13.41
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets571.1M
RLBCX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 249B vs. SSBIX (571M). RLBCX pays higher dividends than SSBIX: RLBCX (1.63) vs SSBIX (0.50). RLBCX was incepted earlier than SSBIX: RLBCX (23 years) vs SSBIX (2 years). SSBIX (1.13) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. SSBIX (14.00). 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 : 9.95 vs. RLBCX (7.24).
| 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 | 2 years | - |
| Gain YTD | 6.857 | 4.450 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249B | 571M | 43,608% |
| Annual Yield % from dividends | 1.63 | 0.50 | 326% |
| Returns for 1 year | 7.24 | 9.95 | 73% |
| Returns for 3 years | 33.02 | N/A | - |
| Returns for 5 years | 41.21 | N/A | - |
| Returns for 10 years | 61.08 | N/A | - |
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