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RLBFX vs SIIIX
RLBFX vs SIIIX Comparison
Open Charts RLBFX vs SIIIX
American Funds American Balanced R5
Price$39.03
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
AlphaCentric Real Income I
Price$16.48
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets44.05M
RLBFX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. SIIIX (44M). SIIIX pays higher dividends than RLBFX: SIIIX (6.57) vs RLBFX (2.00). RLBFX was incepted earlier than SIIIX: RLBFX (23 years) vs SIIIX (4 years). SIIIX (2.18) is less costly to investors than RLBFX (0.29). SIIIX is a more actively managed with annual turnover of: 144.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than SIIIX: RLBFX (250) vs SIIIX (2500). RLBFX annual gain was more profitable for investors over the last year : 10.17 vs. SIIIX (3.63).
| RLBFX | SIIIX | RLBFX / SIIIX | |
| Total Expense Ratio | 0.29 | 1.51 | 19% |
| Annual Report Gross Expense Ratio | 0.29 | 2.18 | 13% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.743 | 4.250 | 347% |
| 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 | 2.00 | 6.57 | 30% |
| Returns for 1 year | 10.17 | 3.63 | 280% |
| Returns for 3 years | 48.45 | 36.67 | 132% |
| Returns for 5 years | 46.85 | N/A | - |
| Returns for 10 years | 81.97 | N/A | - |