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RLBFX vs SIIIX
RLBFX vs SIIIX Comparison
Open Charts RLBFX vs SIIIX
American Funds American Balanced R5
Price$36.48
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
AlphaCentric Real Income I
Price$16.27
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets49.68M
RLBFX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 248B vs. SIIIX (49.7M). 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). 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 : 7.69 vs. SIIIX (6.59).
| 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 | 6.875 | 0.444 | 1,549% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 49.7M | 498,994% |
| Annual Yield % from dividends | 2.18 | 6.70 | 33% |
| Returns for 1 year | 7.69 | 6.59 | 117% |
| Returns for 3 years | 33.74 | 25.29 | 133% |
| Returns for 5 years | 44.50 | N/A | - |
| Returns for 10 years | 66.73 | N/A | - |