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RLBEX vs SIIIX
RLBEX vs SIIIX Comparison
Open Charts RLBEX vs SIIIX
American Funds American Balanced R4
Price$38.94
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
RLBEX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. SIIIX (43.7M). SIIIX pays higher dividends than RLBEX: SIIIX (6.57) vs RLBEX (1.74). RLBEX was incepted earlier than SIIIX: RLBEX (23 years) vs SIIIX (4 years). SIIIX (2.18) is less costly to investors than RLBEX (0.59). SIIIX is a more actively managed with annual turnover of: 144.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than SIIIX: RLBEX (250) vs SIIIX (2500). RLBEX annual gain was more profitable for investors over the last year : 8.70 vs. SIIIX (1.92).
| RLBEX | SIIIX | RLBEX / SIIIX | |
| Total Expense Ratio | 0.59 | 1.51 | 39% |
| Annual Report Gross Expense Ratio | 0.59 | 2.18 | 27% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.631 | 3.491 | 419% |
| 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 | 1.74 | 6.57 | 26% |
| Returns for 1 year | 8.70 | 1.92 | 454% |
| Returns for 3 years | 50.52 | 37.64 | 134% |
| Returns for 5 years | 42.04 | N/A | - |
| Returns for 10 years | 77.69 | N/A | - |