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RLBFX vs SSBIX
RLBFX vs SSBIX Comparison
Open Charts RLBFX vs SSBIX
American Funds American Balanced R5
Price$36.57
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
State Street Balanced Index K
Price$13.41
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets571.1M
RLBFX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 249B vs. SSBIX (571M). RLBFX pays higher dividends than SSBIX: RLBFX (2.18) vs SSBIX (0.50). 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 : 9.95 vs. RLBFX (7.90).
| 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 | 7.138 | 4.450 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249B | 571M | 43,608% |
| Annual Yield % from dividends | 2.18 | 0.50 | 435% |
| Returns for 1 year | 7.90 | 9.95 | 79% |
| Returns for 3 years | 35.14 | N/A | - |
| Returns for 5 years | 44.86 | N/A | - |
| Returns for 10 years | 67.01 | N/A | - |
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