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RLBGX vs SSBIX
RLBGX vs SSBIX Comparison
Open Charts RLBGX vs SSBIX
American Funds American Balanced R6
Price$36.53
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
RLBGX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 249B vs. SSBIX (571M). RLBGX pays higher dividends than SSBIX: RLBGX (2.23) vs SSBIX (0.50). RLBGX was incepted earlier than SSBIX: RLBGX (16 years) vs SSBIX (2 years). SSBIX (1.13) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. SSBIX (14.00). 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 : 9.95 vs. RLBGX (7.96).
| 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 | 2 years | - |
| Gain YTD | 7.174 | 4.450 | 161% |
| 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 | 2.23 | 0.50 | 444% |
| Returns for 1 year | 7.96 | 9.95 | 80% |
| Returns for 3 years | 35.31 | N/A | - |
| Returns for 5 years | 45.12 | N/A | - |
| Returns for 10 years | 67.39 | N/A | - |
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