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RLBFX vs SIIIX
RLBFX vs SIIIX Comparison
Open Charts RLBFX vs SIIIX
American Funds American Balanced R5
Price$37.03
Change-$0.21 (-0.56%)
VolumeN/A
Net Assets253.92B
AlphaCentric Real Income I
Price$16.28
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets49.86M
RLBFX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. SIIIX (49.9M). SIIIX pays higher dividends than RLBFX: SIIIX (6.63) vs RLBFX (2.08). 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). 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 : 11.28 vs. SIIIX (6.28).
| 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 | 8.486 | 2.056 | 413% |
| 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 | 2.08 | 6.63 | 31% |
| Returns for 1 year | 11.28 | 6.28 | 180% |
| Returns for 3 years | 31.88 | 20.41 | 156% |
| Returns for 5 years | 38.22 | N/A | - |
| Returns for 10 years | 67.40 | N/A | - |
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