Ad is loading...
RLBBX vs SIIAX
RLBBX vs SIIAX Comparison
Open Charts RLBBX vs SIIAX
American Funds American Balanced R2
Price$34.06
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
AlphaCentric Real Income A
Price$15.89
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets50.43M
RLBBX vs SIIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBBX vs. SIIAX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RLBBX is a Buy and SIIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 234B vs. SIIAX (50.4M). SIIAX pays higher dividends than RLBBX: SIIAX (6.56) vs RLBBX (1.27). RLBBX was incepted earlier than SIIAX: RLBBX (23 years) vs SIIAX (4 years). SIIAX (2.29) is less costly to investors than RLBBX (1.32). RLBBX (44.00) and SIIAX (44.00) have comparable annual turnover. RLBBX has a lower initial minimum investment than SIIAX: RLBBX (250) vs SIIAX (2500). SIIAX annual gain was more profitable for investors over the last year : 4.19 vs. RLBBX (3.92).
| RLBBX | SIIAX | RLBBX / SIIAX | |
| Total Expense Ratio | 1.32 | 1.76 | 75% |
| Annual Report Gross Expense Ratio | 1.32 | 2.29 | 58% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 0.157 | -2.231 | -7% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 50.4M | 464,286% |
| Annual Yield % from dividends | 1.27 | 6.56 | 19% |
| Returns for 1 year | 3.92 | 4.19 | 94% |
| Returns for 3 years | 19.70 | 15.17 | 130% |
| Returns for 5 years | 32.50 | N/A | - |
| Returns for 10 years | 44.46 | 36.86 | 121% |
View a ticker or compare two or three
VS
VS
Ad is loading...