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RLBEX vs SIIIX
RLBEX vs SIIIX Comparison
Open Charts RLBEX vs SIIIX
American Funds American Balanced R4
Price$36.90
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
AlphaCentric Real Income I
Price$16.28
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets49.86M
RLBEX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 254B vs. SIIIX (49.9M). SIIIX pays higher dividends than RLBEX: SIIIX (6.63) vs RLBEX (1.81). 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 : 10.96 vs. SIIIX (6.28).
| 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 | 8.328 | 2.056 | 405% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 49.9M | 509,018% |
| Annual Yield % from dividends | 1.81 | 6.63 | 27% |
| Returns for 1 year | 10.96 | 6.28 | 174% |
| Returns for 3 years | 30.87 | 20.41 | 151% |
| Returns for 5 years | 36.45 | N/A | - |
| Returns for 10 years | 66.50 | N/A | - |
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