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RLEFX vs SSBIX
RLEFX vs SSBIX Comparison
Open Charts RLEFX vs SSBIX
American Funds American Balanced R5E
Price$33.46
Change-$0.87 (-2.53%)
VolumeN/A
Net Assets235.03B
State Street Balanced Index K
Price$12.32
Change-$0.36 (-2.84%)
VolumeN/A
Net Assets551.39M
RLEFX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. SSBIX (551M). RLEFX pays higher dividends than SSBIX: RLEFX (2.16) vs SSBIX (0.52). RLEFX was incepted earlier than SSBIX: RLEFX (9 years) vs SSBIX (1 year). SSBIX (1.13) is less costly to investors than RLEFX (0.40). 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 : 7.63 vs. RLEFX (1.58).
| RLEFX | SSBIX | RLEFX / SSBIX | |
| Total Expense Ratio | 0.40 | 0.05 | 800% |
| Annual Report Gross Expense Ratio | 0.40 | 1.13 | 35% |
| Fund Existence | 9 years | 1 year | - |
| Gain YTD | -2.100 | -1.015 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 551M | 42,650% |
| Annual Yield % from dividends | 2.16 | 0.52 | 417% |
| Returns for 1 year | 1.58 | 7.63 | 21% |
| Returns for 3 years | 9.71 | N/A | - |
| Returns for 5 years | 47.40 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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