Interact to see
Advertisement
Advertisement
RLBEX vs SIIIX
RLBEX vs SIIIX Comparison
Open Charts RLBEX vs SIIIX
American Funds American Balanced R4
Price$38.90
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
AlphaCentric Real Income I
Price$16.48
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets44.05M
RLBEX vs SIIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. SIIIX (44M). SIIIX pays higher dividends than RLBEX: SIIIX (6.57) vs RLBEX (1.74). 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 : 9.85 vs. SIIIX (3.63).
| 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 | 14.513 | 4.250 | 342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 44M | 604,545% |
| Annual Yield % from dividends | 1.74 | 6.57 | 26% |
| Returns for 1 year | 9.85 | 3.63 | 271% |
| Returns for 3 years | 47.24 | 36.67 | 129% |
| Returns for 5 years | 45.00 | N/A | - |
| Returns for 10 years | 80.90 | N/A | - |