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RLBAX vs SIIIX
RLBAX vs SIIIX Comparison
Open Charts RLBAX vs SIIIX
American Funds American Balanced R1
Price$36.59
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
AlphaCentric Real Income I
Price$16.28
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets49.86M
RLBAX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. SIIIX (49.9M). SIIIX pays higher dividends than RLBAX: SIIIX (6.63) vs RLBAX (1.17). RLBAX was incepted earlier than SIIIX: RLBAX (23 years) vs SIIIX (4 years). SIIIX (2.04) 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 : 10.13 vs. SIIIX (6.28).
| RLBAX | SIIIX | RLBAX / SIIIX | |
| Total Expense Ratio | 1.31 | 1.51 | 87% |
| Annual Report Gross Expense Ratio | 1.31 | 2.04 | 64% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 7.858 | 2.056 | 382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 49.9M | 509,018% |
| Annual Yield % from dividends | 1.17 | 6.63 | 18% |
| Returns for 1 year | 10.13 | 6.28 | 161% |
| Returns for 3 years | 28.34 | 20.41 | 139% |
| Returns for 5 years | 32.30 | N/A | - |
| Returns for 10 years | 57.42 | N/A | - |
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