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RLBEX vs SSBIX
RLBEX vs SSBIX Comparison
Open Charts RLBEX vs SSBIX
American Funds American Balanced R4
Price$38.45
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
State Street Balanced Index K
Price$14.15
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets610.06M
RLBEX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. SSBIX (610M). RLBEX pays higher dividends than SSBIX: RLBEX (1.79) vs SSBIX (0.47). 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 : 11.98 vs. RLBEX (9.28).
| 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 | 12.878 | 10.461 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 610M | 43,115% |
| Annual Yield % from dividends | 1.79 | 0.47 | 381% |
| Returns for 1 year | 9.28 | 11.98 | 78% |
| Returns for 3 years | 42.83 | N/A | - |
| Returns for 5 years | 42.83 | N/A | - |
| Returns for 10 years | 81.02 | N/A | - |
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