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RLBAX vs SIIIX
RLBAX vs SIIIX Comparison
Open Charts RLBAX vs SIIIX
American Funds American Balanced R1
Price$34.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.12B
AlphaCentric Real Income I
Price$15.95
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets50.68M
RLBAX vs SIIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. SIIIX (50.7M). SIIIX pays higher dividends than RLBAX: SIIIX (6.80) vs RLBAX (1.28). 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). RLBAX (44.00) and SIIIX (44.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than SIIIX: RLBAX (250) vs SIIIX (2500). SIIIX annual gain was more profitable for investors over the last year : 4.37 vs. RLBAX (3.43).
| 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 | 0.096 | -1.839 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 50.7M | 461,538% |
| Annual Yield % from dividends | 1.28 | 6.80 | 19% |
| Returns for 1 year | 3.43 | 4.37 | 78% |
| Returns for 3 years | 19.38 | 16.82 | 115% |
| Returns for 5 years | 32.37 | N/A | - |
| Returns for 10 years | 44.68 | N/A | - |
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