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RLBCX vs SIIAX
RLBCX vs SIIAX Comparison
Open Charts RLBCX vs SIIAX
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
AlphaCentric Real Income A
Price$15.89
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets50.43M
RLBCX vs SIIAX Comparison Chart
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RLBCX 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 RLBCX is a Buy and SIIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. SIIAX (50.4M). SIIAX pays higher dividends than RLBCX: SIIAX (6.56) vs RLBCX (1.70). RLBCX was incepted earlier than SIIAX: RLBCX (23 years) vs SIIAX (4 years). SIIAX (2.29) is less costly to investors than RLBCX (0.89). RLBCX (44.00) and SIIAX (44.00) have comparable annual turnover. RLBCX has a lower initial minimum investment than SIIAX: RLBCX (250) vs SIIAX (2500). RLBCX annual gain was more profitable for investors over the last year : 4.39 vs. SIIAX (3.80).
| RLBCX | SIIAX | RLBCX / SIIAX | |
| Total Expense Ratio | 0.89 | 1.76 | 51% |
| Annual Report Gross Expense Ratio | 0.89 | 2.29 | 39% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 0.323 | -2.354 | -14% |
| 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 | 1.70 | 6.56 | 26% |
| Returns for 1 year | 4.39 | 3.80 | 116% |
| Returns for 3 years | 20.95 | 12.73 | 165% |
| Returns for 5 years | 34.93 | N/A | - |
| Returns for 10 years | 48.02 | 36.03 | 133% |
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