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RLBEX vs SIIIX
RLBEX vs SIIIX Comparison
Open Charts RLBEX vs SIIIX
American Funds American Balanced R4
Price$37.54
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
AlphaCentric Real Income I
Price$16.59
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets50.06M
RLBEX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 255B vs. SIIIX (50.1M). 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 (2.18) 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 : 7.28 vs. SIIIX (3.55).
| 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 | 10.207 | 3.557 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 50.1M | 508,982% |
| Annual Yield % from dividends | 1.81 | 6.63 | 27% |
| Returns for 1 year | 7.28 | 3.55 | 205% |
| Returns for 3 years | 34.45 | 22.92 | 150% |
| Returns for 5 years | 36.89 | N/A | - |
| Returns for 10 years | 74.67 | N/A | - |