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RLBEX vs SIIIX
RLBEX vs SIIIX Comparison
Open Charts RLBEX vs SIIIX
American Funds American Balanced R4
Price$36.35
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
AlphaCentric Real Income I
Price$16.27
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets49.68M
RLBEX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 248B vs. SIIIX (49.7M). SIIIX pays higher dividends than RLBEX: SIIIX (6.70) vs RLBEX (1.90). RLBEX was incepted earlier than SIIIX: RLBEX (23 years) vs SIIIX (4 years). SIIIX (2.04) 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 : 7.34 vs. SIIIX (6.59).
| RLBEX | SIIIX | RLBEX / SIIIX | |
| Total Expense Ratio | 0.59 | 1.51 | 39% |
| Annual Report Gross Expense Ratio | 0.59 | 2.04 | 29% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 6.713 | 0.444 | 1,513% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 49.7M | 498,994% |
| Annual Yield % from dividends | 1.90 | 6.70 | 28% |
| Returns for 1 year | 7.34 | 6.59 | 111% |
| Returns for 3 years | 32.63 | 25.29 | 129% |
| Returns for 5 years | 42.62 | N/A | - |
| Returns for 10 years | 65.75 | N/A | - |
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