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RLBEX vs SSBIX
RLBEX vs SSBIX Comparison
Open Charts RLBEX vs SSBIX
American Funds American Balanced R4
Price$37.54
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
State Street Balanced Index K
Price$13.91
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets595.72M
RLBEX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 255B vs. SSBIX (596M). RLBEX pays higher dividends than SSBIX: RLBEX (1.81) vs SSBIX (0.48). 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 : 10.35 vs. RLBEX (7.28).
| 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 | 10.207 | 8.431 | 121% |
| 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 | 1.81 | 0.48 | 379% |
| Returns for 1 year | 7.28 | 10.35 | 70% |
| Returns for 3 years | 34.45 | N/A | - |
| Returns for 5 years | 36.89 | N/A | - |
| Returns for 10 years | 74.67 | N/A | - |
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