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RLBFX vs SSBIX
RLBFX vs SSBIX Comparison
Open Charts RLBFX vs SSBIX
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
State Street Balanced Index K
Price$14.19
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets603.9M
RLBFX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. SSBIX (604M). RLBFX pays higher dividends than SSBIX: RLBFX (1.97) vs SSBIX (0.45). RLBFX was incepted earlier than SSBIX: RLBFX (24 years) vs SSBIX (2 years). SSBIX (0.30) and RLBFX (0.29) have similar cost to investors . 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 : 9.81 vs. RLBFX (9.32).
| RLBFX | SSBIX | RLBFX / SSBIX | |
| Total Expense Ratio | 0.29 | 0.05 | 580% |
| Annual Report Gross Expense Ratio | 0.29 | 0.30 | 97% |
| Fund Existence | 24 years | 2 years | - |
| Gain YTD | 14.331 | 10.539 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 604M | 43,543% |
| Annual Yield % from dividends | 1.97 | 0.45 | 436% |
| Returns for 1 year | 9.32 | 9.81 | 95% |
| Returns for 3 years | 42.18 | N/A | - |
| Returns for 5 years | 40.53 | N/A | - |
| Returns for 10 years | 74.39 | N/A | - |
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