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RLBFX vs SSBIX
RLBFX vs SSBIX Comparison
Open Charts RLBFX vs SSBIX
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
State Street Balanced Index K
Price$13.05
Change-$0.13 (-0.99%)
VolumeN/A
Net Assets568.01M
RLBFX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. SSBIX (568M). 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 : 13.99 vs. RLBFX (9.54).
| 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 | 2.908 | 2.888 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 568M | 42,606% |
| Annual Yield % from dividends | 2.50 | N/A | - |
| Returns for 1 year | 9.54 | 13.99 | 68% |
| Returns for 3 years | 18.32 | N/A | - |
| Returns for 5 years | 31.70 | N/A | - |
| Returns for 10 years | 55.11 | N/A | - |
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