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RLBFX vs SSBIX
RLBFX vs SSBIX Comparison
Open Charts RLBFX vs SSBIX
American Funds American Balanced R5
Price$39.17
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
State Street Balanced Index K
Price$14.35
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets613.27M
RLBFX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. SSBIX (613M). RLBFX pays higher dividends than SSBIX: RLBFX (2.00) vs SSBIX (0.46). RLBFX was incepted earlier than SSBIX: RLBFX (23 years) vs SSBIX (2 years). SSBIX (1.13) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. SSBIX (14.00). 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 : 12.55 vs. RLBFX (10.26).
| RLBFX | SSBIX | RLBFX / SSBIX | |
| Total Expense Ratio | 0.29 | 0.05 | 580% |
| Annual Report Gross Expense Ratio | 0.29 | 1.13 | 26% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | 15.154 | 11.553 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 613M | 43,393% |
| Annual Yield % from dividends | 2.00 | 0.46 | 437% |
| Returns for 1 year | 10.26 | 12.55 | 82% |
| Returns for 3 years | 53.03 | N/A | - |
| Returns for 5 years | 44.28 | N/A | - |
| Returns for 10 years | 80.75 | N/A | - |
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