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RLBAX vs SIIIX
RLBAX vs SIIIX Comparison
Open Charts RLBAX vs SIIIX
American Funds American Balanced R1
Price$36.08
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
AlphaCentric Real Income I
Price$16.27
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets49.68M
RLBAX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 248B vs. SIIIX (49.7M). SIIIX pays higher dividends than RLBAX: SIIIX (6.70) vs RLBAX (1.23). 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). SIIIX (6.59) and RLBAX (6.54) have marching annual gain over last year.
| 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 | 6.354 | 0.444 | 1,432% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 49.7M | 498,994% |
| Annual Yield % from dividends | 1.23 | 6.70 | 18% |
| Returns for 1 year | 6.54 | 6.59 | 99% |
| Returns for 3 years | 30.13 | 25.29 | 119% |
| Returns for 5 years | 38.27 | N/A | - |
| Returns for 10 years | 56.75 | N/A | - |
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