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RLBGX vs SSBIX
RLBGX vs SSBIX Comparison
Open Charts RLBGX vs SSBIX
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
State Street Balanced Index K
Price$13.56
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets578.43M
RLBGX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. SSBIX (578M). RLBGX pays higher dividends than SSBIX: RLBGX (2.15) vs SSBIX (0.48). RLBGX was incepted earlier than SSBIX: RLBGX (16 years) vs SSBIX (2 years). SSBIX (1.13) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. SSBIX (14.00). SSBIX has a lower initial minimum investment than RLBGX: SSBIX (0) vs RLBGX (250). SSBIX annual gain was more profitable for investors over the last year : 10.98 vs. RLBGX (8.24).
| RLBGX | SSBIX | RLBGX / SSBIX | |
| Total Expense Ratio | 0.25 | 0.05 | 500% |
| Annual Report Gross Expense Ratio | 0.25 | 1.13 | 22% |
| Fund Existence | 16 years | 2 years | - |
| Gain YTD | 8.259 | 5.855 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 578M | 43,599% |
| Annual Yield % from dividends | 2.15 | 0.48 | 443% |
| Returns for 1 year | 8.24 | 10.98 | 75% |
| Returns for 3 years | 36.31 | N/A | - |
| Returns for 5 years | 43.50 | N/A | - |
| Returns for 10 years | 68.54 | N/A | - |
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