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RLBAX vs SIIIX
RLBAX vs SIIIX Comparison
Open Charts RLBAX vs SIIIX
American Funds American Balanced R1
Price$37.21
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
AlphaCentric Real Income I
Price$16.59
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets50.06M
RLBAX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 255B vs. SIIIX (50.1M). 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 (2.18) 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 : 6.46 vs. SIIIX (3.55).
| 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 | 9.685 | 3.557 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 50.1M | 508,982% |
| Annual Yield % from dividends | 1.17 | 6.63 | 18% |
| Returns for 1 year | 6.46 | 3.55 | 182% |
| Returns for 3 years | 31.90 | 22.92 | 139% |
| Returns for 5 years | 32.66 | N/A | - |
| Returns for 10 years | 65.11 | N/A | - |
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