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RLBAX vs SIIIX
RLBAX vs SIIIX Comparison
Open Charts RLBAX vs SIIIX
American Funds American Balanced R1
Price$35.38
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
AlphaCentric Real Income I
Price$16.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets50.03M
RLBAX vs SIIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. SIIIX (50M). 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). 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). RLBAX annual gain was more profitable for investors over the last year : 6.12 vs. SIIIX (5.68).
| 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 | 4.247 | 0.011 | 40,061% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 50M | 488,000% |
| Annual Yield % from dividends | 1.23 | 6.70 | 18% |
| Returns for 1 year | 6.12 | 5.68 | 108% |
| Returns for 3 years | 20.80 | 15.81 | 132% |
| Returns for 5 years | 30.42 | N/A | - |
| Returns for 10 years | 52.56 | N/A | - |
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