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RLBFX vs SIIIX
RLBFX vs SIIIX Comparison
Open Charts RLBFX vs SIIIX
American Funds American Balanced R5
Price$35.83
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
AlphaCentric Real Income I
Price$16.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets50.03M
RLBFX vs SIIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 244B vs. SIIIX (50M). SIIIX pays higher dividends than RLBFX: SIIIX (6.70) vs RLBFX (2.18). RLBFX was incepted earlier than SIIIX: RLBFX (23 years) vs SIIIX (4 years). SIIIX (2.04) is less costly to investors than RLBFX (0.29). RLBFX (44.00) and SIIIX (44.00) have comparable annual turnover. 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 : 7.28 vs. SIIIX (5.68).
| RLBFX | SIIIX | RLBFX / SIIIX | |
| Total Expense Ratio | 0.29 | 1.51 | 19% |
| Annual Report Gross Expense Ratio | 0.29 | 2.04 | 14% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 4.702 | 0.011 | 44,361% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 50M | 488,000% |
| Annual Yield % from dividends | 2.18 | 6.70 | 33% |
| Returns for 1 year | 7.28 | 5.68 | 128% |
| Returns for 3 years | 23.88 | 15.81 | 151% |
| Returns for 5 years | 36.31 | N/A | - |
| Returns for 10 years | 61.89 | N/A | - |
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