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RLBEX vs SSBIX
RLBEX vs SSBIX Comparison
Open Charts RLBEX vs SSBIX
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
State Street Balanced Index K
Price$12.32
Change-$0.36 (-2.84%)
VolumeN/A
Net Assets551.39M
RLBEX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B vs. SSBIX (551M). RLBEX pays higher dividends than SSBIX: RLBEX (1.97) vs SSBIX (0.52). RLBEX was incepted earlier than SSBIX: RLBEX (23 years) vs SSBIX (1 year). SSBIX (1.13) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. SSBIX (2.00). 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 : 7.63 vs. RLBEX (1.35).
| RLBEX | SSBIX | RLBEX / SSBIX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.60 | 1.13 | 53% |
| Fund Existence | 23 years | 1 year | - |
| Gain YTD | -2.180 | -1.015 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 551M | 42,650% |
| Annual Yield % from dividends | 1.97 | 0.52 | 380% |
| Returns for 1 year | 1.35 | 7.63 | 18% |
| Returns for 3 years | 9.13 | N/A | - |
| Returns for 5 years | 46.09 | N/A | - |
| Returns for 10 years | 49.74 | N/A | - |
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