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RLBAX vs SIIIX
RLBAX vs SIIIX Comparison
Open Charts RLBAX vs SIIIX
American Funds American Balanced R1
Price$38.29
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
AlphaCentric Real Income I
Price$16.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.03M
RLBAX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 264B vs. SIIIX (42M). SIIIX pays higher dividends than RLBAX: SIIIX (6.64) vs RLBAX (1.08). 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 : 7.96 vs. SIIIX (3.17).
| 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 | 12.973 | 2.984 | 435% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 42M | 628,571% |
| Annual Yield % from dividends | 1.08 | 6.64 | 16% |
| Returns for 1 year | 7.96 | 3.17 | 251% |
| Returns for 3 years | 37.66 | 28.94 | 130% |
| Returns for 5 years | 33.76 | N/A | - |
| Returns for 10 years | 63.03 | N/A | - |
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