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RLBGX vs SSBIX
RLBGX vs SSBIX Comparison
Open Charts RLBGX vs SSBIX
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
State Street Balanced Index K
Price$12.39
Change+$0.17 (+1.39%)
VolumeN/A
Net Assets531.12M
RLBGX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 227B vs. SSBIX (531M). RLBGX pays higher dividends than SSBIX: RLBGX (2.31) vs SSBIX (0.52). RLBGX was incepted earlier than SSBIX: RLBGX (16 years) vs SSBIX (1 year). SSBIX (1.13) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. SSBIX (2.00). SSBIX has a lower initial minimum investment than RLBGX: SSBIX (0) vs RLBGX (250). SSBIX annual gain was more profitable for investors over the last year : 6.15 vs. RLBGX (4.54).
| RLBGX | SSBIX | RLBGX / SSBIX | |
| Total Expense Ratio | 0.25 | 0.05 | 500% |
| Annual Report Gross Expense Ratio | 0.25 | 1.13 | 22% |
| Fund Existence | 16 years | 1 year | - |
| Gain YTD | -1.417 | -4.606 | 31% |
| 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 | 2.31 | 0.52 | 446% |
| Returns for 1 year | 4.54 | 6.15 | 74% |
| Returns for 3 years | 15.43 | N/A | - |
| Returns for 5 years | 37.73 | N/A | - |
| Returns for 10 years | 50.06 | N/A | - |