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RLEFX vs SSBIX
RLEFX vs SSBIX Comparison
Open Charts RLEFX vs SSBIX
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
State Street Balanced Index K
Price$12.88
Change-$0.29 (-2.20%)
VolumeN/A
CapitalizationN/A
RLEFX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. SSBIX (161M). RLEFX was incepted earlier than SSBIX: RLEFX (9 years) vs SSBIX (1 year). RLEFX is a more actively managed with annual turnover of: 171.00 vs. SSBIX (2.00). SSBIX has a lower initial minimum investment than RLEFX: SSBIX (0) vs RLEFX (250). SSBIX annual gain was more profitable for investors over the last year : 17.83 vs. RLEFX (12.69).
| RLEFX | SSBIX | RLEFX / SSBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 1 year | - |
| Gain YTD | 11.668 | 16.903 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 161M | 149,689% |
| Annual Yield % from dividends | 2.42 | N/A | - |
| Returns for 1 year | 12.69 | 17.83 | 71% |
| Returns for 3 years | 12.14 | N/A | - |
| Returns for 5 years | 33.70 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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