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RLBAX vs SIIIX
RLBAX vs SIIIX Comparison
Open Charts RLBAX vs SIIIX
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
AlphaCentric Real Income I
Price$16.36
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets43.69M
RLBAX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. SIIIX (43.7M). SIIIX pays higher dividends than RLBAX: SIIIX (6.57) vs RLBAX (1.10). RLBAX was incepted earlier than SIIIX: RLBAX (23 years) vs SIIIX (4 years). SIIIX (2.18) is less costly to investors than RLBAX (1.31). SIIIX is a more actively managed with annual turnover of: 144.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than SIIIX: RLBAX (250) vs SIIIX (2500). RLBAX annual gain was more profitable for investors over the last year : 7.84 vs. SIIIX (1.92).
| RLBAX | SIIIX | RLBAX / SIIIX | |
| Total Expense Ratio | 1.31 | 1.51 | 87% |
| Annual Report Gross Expense Ratio | 1.31 | 2.18 | 60% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 13.947 | 3.491 | 400% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 43.7M | 608,696% |
| Annual Yield % from dividends | 1.10 | 6.57 | 17% |
| Returns for 1 year | 7.84 | 1.92 | 409% |
| Returns for 3 years | 47.39 | 37.64 | 126% |
| Returns for 5 years | 37.69 | N/A | - |
| Returns for 10 years | 67.66 | N/A | - |
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