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RLBEX vs SIIIX
RLBEX vs SIIIX Comparison
Open Charts RLBEX vs SIIIX
American Funds American Balanced R4
Price$38.63
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
AlphaCentric Real Income I
Price$16.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets42.03M
RLBEX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 264B vs. SIIIX (42M). SIIIX pays higher dividends than RLBEX: SIIIX (6.64) vs RLBEX (1.71). RLBEX was incepted earlier than SIIIX: RLBEX (23 years) vs SIIIX (4 years). SIIIX (2.18) is less costly to investors than RLBEX (0.59). SIIIX is a more actively managed with annual turnover of: 144.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than SIIIX: RLBEX (250) vs SIIIX (2500). RLBEX annual gain was more profitable for investors over the last year : 8.82 vs. SIIIX (3.17).
| RLBEX | SIIIX | RLBEX / SIIIX | |
| Total Expense Ratio | 0.59 | 1.51 | 39% |
| Annual Report Gross Expense Ratio | 0.59 | 2.18 | 27% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 13.718 | 2.984 | 460% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 42M | 628,571% |
| Annual Yield % from dividends | 1.71 | 6.64 | 26% |
| Returns for 1 year | 8.82 | 3.17 | 278% |
| Returns for 3 years | 40.62 | 28.94 | 140% |
| Returns for 5 years | 38.00 | N/A | - |
| Returns for 10 years | 72.83 | N/A | - |
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