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RLBFX vs SIIIX
RLBFX vs SIIIX Comparison
Open Charts RLBFX vs SIIIX
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
AlphaCentric Real Income I
Price$16.10
Change-$0.22 (-1.35%)
VolumeN/A
Net Assets49.09M
RLBFX vs SIIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. SIIIX (49.1M). SIIIX pays higher dividends than RLBFX: SIIIX (6.63) vs RLBFX (2.26). RLBFX was incepted earlier than SIIIX: RLBFX (23 years) vs SIIIX (4 years). SIIIX (2.04) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. SIIIX (44.00). RLBFX has a lower initial minimum investment than SIIIX: RLBFX (250) vs SIIIX (2500). SIIIX annual gain was more profitable for investors over the last year : 7.31 vs. RLBFX (1.68).
| RLBFX | SIIIX | RLBFX / SIIIX | |
| Total Expense Ratio | 0.30 | 1.51 | 20% |
| Annual Report Gross Expense Ratio | 0.30 | 2.04 | 15% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | -2.099 | -0.128 | 1,643% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 49.1M | 478,615% |
| Annual Yield % from dividends | 2.26 | 6.63 | 34% |
| Returns for 1 year | 1.68 | 7.31 | 23% |
| Returns for 3 years | 9.95 | 12.47 | 80% |
| Returns for 5 years | 48.03 | N/A | - |
| Returns for 10 years | 50.46 | N/A | - |
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