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RLBEX vs SIIAX
RLBEX vs SIIAX Comparison
Open Charts RLBEX vs SIIAX
American Funds American Balanced R4
Price$34.31
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
RLBEX vs SIIAX Comparison Chart
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RLBEX 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 RLBEX is a Buy and SIIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. SIIAX (50.4M). SIIAX pays higher dividends than RLBEX: SIIAX (6.56) vs RLBEX (1.98). RLBEX was incepted earlier than SIIAX: RLBEX (23 years) vs SIIAX (4 years). SIIAX (2.29) is less costly to investors than RLBEX (0.59). RLBEX (44.00) and SIIAX (44.00) have comparable annual turnover. RLBEX has a lower initial minimum investment than SIIAX: RLBEX (250) vs SIIAX (2500). RLBEX annual gain was more profitable for investors over the last year : 4.73 vs. SIIAX (4.19).
| RLBEX | SIIAX | RLBEX / SIIAX | |
| Total Expense Ratio | 0.59 | 1.76 | 34% |
| Annual Report Gross Expense Ratio | 0.59 | 2.29 | 26% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 0.425 | -2.231 | -19% |
| 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 | 1.98 | 6.56 | 30% |
| Returns for 1 year | 4.73 | 4.19 | 113% |
| Returns for 3 years | 21.84 | 15.17 | 144% |
| Returns for 5 years | 36.69 | N/A | - |
| Returns for 10 years | 52.56 | 36.86 | 143% |
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