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RLBFX vs SSBIX
RLBFX vs SSBIX Comparison
Open Charts RLBFX vs SSBIX
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
State Street Balanced Index K
Price$12.98
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets564.71M
RLBFX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. SSBIX (565M). RLBFX was incepted earlier than SSBIX: RLBFX (23 years) vs SSBIX (1 year). 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 : 16.16 vs. RLBFX (12.61).
| RLBFX | SSBIX | RLBFX / SSBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 1 year | - |
| Gain YTD | 1.948 | 1.327 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 565M | 42,478% |
| Annual Yield % from dividends | 2.50 | N/A | - |
| Returns for 1 year | 12.61 | 16.16 | 78% |
| Returns for 3 years | 13.10 | N/A | - |
| Returns for 5 years | 31.46 | N/A | - |
| Returns for 10 years | 58.66 | N/A | - |
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