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RLBEX vs SSBIX
RLBEX vs SSBIX Comparison
Open Charts RLBEX vs SSBIX
American Funds American Balanced R4
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
State Street Balanced Index K
Price$13.10
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets561.22M
RLBEX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 243B vs. SSBIX (561M). RLBEX pays higher dividends than SSBIX: RLBEX (1.90) vs SSBIX (0.50). RLBEX was incepted earlier than SSBIX: RLBEX (23 years) vs SSBIX (2 years). SSBIX (1.13) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. SSBIX (14.00). SSBIX has a lower initial minimum investment than RLBEX: SSBIX (0) vs RLBEX (250). SSBIX annual gain was more profitable for investors over the last year : 8.67 vs. RLBEX (7.11).
| RLBEX | SSBIX | RLBEX / SSBIX | |
| Total Expense Ratio | 0.59 | 0.05 | 1,180% |
| Annual Report Gross Expense Ratio | 0.59 | 1.13 | 52% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | 4.698 | 1.795 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 561M | 43,316% |
| Annual Yield % from dividends | 1.90 | 0.50 | 379% |
| Returns for 1 year | 7.11 | 8.67 | 82% |
| Returns for 3 years | 22.20 | N/A | - |
| Returns for 5 years | 34.72 | N/A | - |
| Returns for 10 years | 61.31 | N/A | - |
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