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RLBFX vs SIIIX
RLBFX vs SIIIX Comparison
Open Charts RLBFX vs SIIIX
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
AlphaCentric Real Income I
Price$16.25
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets42.35M
RLBFX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. SIIIX (42.3M). SIIIX pays higher dividends than RLBFX: SIIIX (6.64) vs RLBFX (1.97). RLBFX was incepted earlier than SIIIX: RLBFX (24 years) vs SIIIX (4 years). SIIIX (2.18) is less costly to investors than RLBFX (0.29). SIIIX is a more actively managed with annual turnover of: 144.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than SIIIX: RLBFX (250) vs SIIIX (2500). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. SIIIX (3.68).
| RLBFX | SIIIX | RLBFX / SIIIX | |
| Total Expense Ratio | 0.29 | 1.51 | 19% |
| Annual Report Gross Expense Ratio | 0.29 | 2.18 | 13% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 16.507 | 3.493 | 473% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 42.3M | 635,934% |
| Annual Yield % from dividends | 1.97 | 6.64 | 30% |
| Returns for 1 year | 10.28 | 3.68 | 280% |
| Returns for 3 years | 44.74 | 26.85 | 167% |
| Returns for 5 years | 43.06 | N/A | - |
| Returns for 10 years | 81.39 | N/A | - |
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