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RLBEX vs SIIIX
RLBEX vs SIIIX Comparison
Open Charts RLBEX vs SIIIX
American Funds American Balanced R4
Price$34.28
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
AlphaCentric Real Income I
Price$15.95
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets50.68M
RLBEX vs SIIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. SIIIX (50.7M). SIIIX pays higher dividends than RLBEX: SIIIX (6.80) vs RLBEX (1.98). 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). RLBEX (44.00) and SIIIX (44.00) have comparable annual turnover. RLBEX has a lower initial minimum investment than SIIIX: RLBEX (250) vs SIIIX (2500). SIIIX (4.37) and RLBEX (4.20) have marching annual gain over last year.
| 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 | 0.337 | -1.839 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 50.7M | 461,538% |
| Annual Yield % from dividends | 1.98 | 6.80 | 29% |
| Returns for 1 year | 4.20 | 4.37 | 96% |
| Returns for 3 years | 21.53 | 16.82 | 128% |
| Returns for 5 years | 36.57 | N/A | - |
| Returns for 10 years | 52.73 | N/A | - |