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RLEFX vs SSBIX
RLEFX vs SSBIX Comparison
Open Charts RLEFX vs SSBIX
American Funds American Balanced R5E
Price$39.07
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
State Street Balanced Index K
Price$14.35
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets613.27M
RLEFX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. SSBIX (613M). RLEFX pays higher dividends than SSBIX: RLEFX (1.92) vs SSBIX (0.46). RLEFX was incepted earlier than SSBIX: RLEFX (10 years) vs SSBIX (2 years). SSBIX (1.13) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. SSBIX (14.00). 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 : 12.55 vs. RLEFX (10.15).
| RLEFX | SSBIX | RLEFX / SSBIX | |
| Total Expense Ratio | 0.39 | 0.05 | 780% |
| Annual Report Gross Expense Ratio | 0.39 | 1.13 | 35% |
| Fund Existence | 10 years | 2 years | - |
| Gain YTD | 15.085 | 11.553 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 613M | 43,393% |
| Annual Yield % from dividends | 1.92 | 0.46 | 419% |
| Returns for 1 year | 10.15 | 12.55 | 81% |
| Returns for 3 years | 52.58 | N/A | - |
| Returns for 5 years | 43.64 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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