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RLBAX vs SIIAX
RLBAX vs SIIAX Comparison
Open Charts RLBAX vs SIIAX
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
AlphaCentric Real Income A
Price$15.89
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets50.43M
RLBAX vs SIIAX Comparison Chart
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RLBAX vs. SIIAX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RLBAX is a Buy and SIIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. SIIAX (50.4M). SIIAX pays higher dividends than RLBAX: SIIAX (6.56) vs RLBAX (1.28). RLBAX was incepted earlier than SIIAX: RLBAX (23 years) vs SIIAX (4 years). SIIAX (2.29) is less costly to investors than RLBAX (1.31). RLBAX (44.00) and SIIAX (44.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than SIIAX: RLBAX (250) vs SIIAX (2500). RLBAX (3.92) and SIIAX (3.80) have marching annual gain over last year.
| RLBAX | SIIAX | RLBAX / SIIAX | |
| Total Expense Ratio | 1.31 | 1.76 | 74% |
| Annual Report Gross Expense Ratio | 1.31 | 2.29 | 57% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 0.154 | -2.354 | -7% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 50.4M | 464,286% |
| Annual Yield % from dividends | 1.28 | 6.56 | 19% |
| Returns for 1 year | 3.92 | 3.80 | 103% |
| Returns for 3 years | 19.69 | 12.73 | 155% |
| Returns for 5 years | 32.45 | N/A | - |
| Returns for 10 years | 44.47 | 36.03 | 123% |
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