Ad is loading...
Ad is loading...
RLEFX vs SSBIX
RLEFX vs SSBIX Comparison
Open Charts RLEFX vs SSBIX
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
State Street Balanced Index K
Price$12.88
Change-$0.10 (-0.77%)
VolumeN/A
CapitalizationN/A
RLEFX vs SSBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. SSBIX (159M). 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 (21.12) and RLEFX (21.09) have marching annual gain over last year.
| 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 | 14.211 | 13.982 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 159M | 148,428% |
| Annual Yield % from dividends | 2.42 | N/A | - |
| Returns for 1 year | 21.09 | 21.12 | 100% |
| Returns for 3 years | 10.95 | N/A | - |
| Returns for 5 years | 35.95 | N/A | - |
| Returns for 10 years | N/A | N/A | - |