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RLBGX vs SSBIX
RLBGX vs SSBIX Comparison
Open Charts RLBGX vs SSBIX
American Funds American Balanced R6
Price$38.53
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
State Street Balanced Index K
Price$14.18
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets608.98M
RLBGX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 263B vs. SSBIX (609M). RLBGX pays higher dividends than SSBIX: RLBGX (2.09) vs SSBIX (0.47). RLBGX was incepted earlier than SSBIX: RLBGX (16 years) vs SSBIX (2 years). SSBIX (0.30) 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 : 11.25 vs. RLBGX (8.49).
| RLBGX | SSBIX | RLBGX / SSBIX | |
| Total Expense Ratio | 0.25 | 0.05 | 500% |
| Annual Report Gross Expense Ratio | 0.25 | 0.30 | 83% |
| Fund Existence | 16 years | 2 years | - |
| Gain YTD | 13.449 | 10.695 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 609M | 43,186% |
| Annual Yield % from dividends | 2.09 | 0.47 | 446% |
| Returns for 1 year | 8.49 | 11.25 | 75% |
| Returns for 3 years | 52.83 | N/A | - |
| Returns for 5 years | 46.60 | N/A | - |
| Returns for 10 years | 86.69 | N/A | - |
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