Interact to see
Advertisement
Advertisement
RLBCX vs SSBIX
RLBCX vs SSBIX Comparison
Open Charts RLBCX vs SSBIX
American Funds American Balanced R3
Price$37.34
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets255.46B
State Street Balanced Index K
Price$13.91
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets595.72M
RLBCX vs SSBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 255B vs. SSBIX (596M). RLBCX pays higher dividends than SSBIX: RLBCX (1.56) vs SSBIX (0.48). 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 : 10.35 vs. RLBCX (6.92).
| 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 | 9.979 | 8.431 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 596M | 42,785% |
| Annual Yield % from dividends | 1.56 | 0.48 | 325% |
| Returns for 1 year | 6.92 | 10.35 | 67% |
| Returns for 3 years | 33.40 | N/A | - |
| Returns for 5 years | 35.08 | N/A | - |
| Returns for 10 years | 69.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement