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RLBCX vs SSBIX
RLBCX vs SSBIX Comparison
Open Charts RLBCX vs SSBIX
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
State Street Balanced Index K
Price$14.27
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets608.86M
RLBCX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. SSBIX (609M). RLBCX pays higher dividends than SSBIX: RLBCX (1.49) vs SSBIX (0.46). RLBCX was incepted earlier than SSBIX: RLBCX (23 years) vs SSBIX (2 years). RLBCX (0.89) is less costly to investors than SSBIX (0.30). RLBCX is a more actively managed with annual turnover of: 44.00 vs. SSBIX (14.00). SSBIX has a lower initial minimum investment than RLBCX: SSBIX (0) vs RLBCX (250). SSBIX annual gain was more profitable for investors over the last year : 11.35 vs. RLBCX (8.34).
| RLBCX | SSBIX | RLBCX / SSBIX | |
| Total Expense Ratio | 0.89 | 0.05 | 1,780% |
| Annual Report Gross Expense Ratio | 0.89 | 0.30 | 297% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | 14.364 | 11.397 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 609M | 43,514% |
| Annual Yield % from dividends | 1.49 | 0.46 | 325% |
| Returns for 1 year | 8.34 | 11.35 | 74% |
| Returns for 3 years | 49.26 | N/A | - |
| Returns for 5 years | 40.24 | N/A | - |
| Returns for 10 years | 72.18 | N/A | - |
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