Interact to see
Advertisement
Advertisement
RLBEX vs SSBIX
RLBEX vs SSBIX Comparison
Open Charts RLBEX vs SSBIX
American Funds American Balanced R4
Price$36.45
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
RLBEX vs SSBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 249B vs. SSBIX (571M). 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 : 9.95 vs. RLBEX (7.61).
| 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 | 7.007 | 4.450 | 157% |
| 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 | 1.90 | 0.50 | 379% |
| Returns for 1 year | 7.61 | 9.95 | 76% |
| Returns for 3 years | 34.11 | N/A | - |
| Returns for 5 years | 43.01 | N/A | - |
| Returns for 10 years | 66.14 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers