Interact to see
Advertisement
Advertisement
RLBFX vs SIIIX
RLBFX vs SIIIX Comparison
Open Charts RLBFX vs SIIIX
American Funds American Balanced R5
Price$39.08
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
RLBFX vs SIIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. SIIIX (43.7M). SIIIX pays higher dividends than RLBFX: SIIIX (6.57) vs RLBFX (2.00). RLBFX was incepted earlier than SIIIX: RLBFX (23 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 : 9.05 vs. SIIIX (1.92).
| RLBFX | SIIIX | RLBFX / SIIIX | |
| Total Expense Ratio | 0.29 | 1.51 | 19% |
| Annual Report Gross Expense Ratio | 0.29 | 2.18 | 13% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.890 | 3.491 | 427% |
| 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 | 2.00 | 6.57 | 30% |
| Returns for 1 year | 9.05 | 1.92 | 472% |
| Returns for 3 years | 51.85 | 37.64 | 138% |
| Returns for 5 years | 43.90 | N/A | - |
| Returns for 10 years | 78.80 | N/A | - |