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RLBFX vs SSBIX
RLBFX vs SSBIX Comparison
Open Charts RLBFX vs SSBIX
American Funds American Balanced R5
Price$33.76
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
State Street Balanced Index K
Price$12.39
Change+$0.17 (+1.39%)
VolumeN/A
Net Assets531.12M
RLBFX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 227B vs. SSBIX (531M). 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 : 6.15 vs. RLBFX (4.48).
| 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 | -1.457 | -4.606 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 531M | 42,750% |
| Annual Yield % from dividends | 2.26 | 0.52 | 436% |
| Returns for 1 year | 4.48 | 6.15 | 73% |
| Returns for 3 years | 15.28 | N/A | - |
| Returns for 5 years | 37.46 | N/A | - |
| Returns for 10 years | 49.65 | N/A | - |
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