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RLBFX vs SSBIX
RLBFX vs SSBIX Comparison
Open Charts RLBFX vs SSBIX
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
State Street Balanced Index K
Price$12.32
Change-$0.36 (-2.84%)
VolumeN/A
Net Assets551.39M
RLBFX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. SSBIX (551M). RLBFX pays higher dividends than SSBIX: RLBFX (2.26) vs SSBIX (0.52). RLBFX was incepted earlier than SSBIX: RLBFX (23 years) vs SSBIX (1 year). SSBIX (1.13) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. SSBIX (2.00). SSBIX has a lower initial minimum investment than RLBFX: SSBIX (0) vs RLBFX (250). SSBIX annual gain was more profitable for investors over the last year : 7.63 vs. RLBFX (1.68).
| RLBFX | SSBIX | RLBFX / SSBIX | |
| Total Expense Ratio | 0.30 | 0.05 | 600% |
| Annual Report Gross Expense Ratio | 0.30 | 1.13 | 27% |
| Fund Existence | 23 years | 1 year | - |
| Gain YTD | -2.099 | -1.015 | 207% |
| 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 | 2.26 | 0.52 | 436% |
| Returns for 1 year | 1.68 | 7.63 | 22% |
| Returns for 3 years | 9.95 | N/A | - |
| Returns for 5 years | 48.03 | N/A | - |
| Returns for 10 years | 50.46 | N/A | - |
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