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RLBFX vs SIIIX
RLBFX vs SIIIX Comparison
Open Charts RLBFX vs SIIIX
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
AlphaCentric Real Income I
Price$15.95
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets50.68M
RLBFX vs SIIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. SIIIX (50.7M). SIIIX pays higher dividends than RLBFX: SIIIX (6.80) 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 (0.29). 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 (4.53) and SIIIX (4.37) have marching annual gain over last year.
| 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 | 0.441 | -1.839 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 50.7M | 461,538% |
| Annual Yield % from dividends | 2.26 | 6.80 | 33% |
| Returns for 1 year | 4.53 | 4.37 | 104% |
| Returns for 3 years | 22.43 | 16.82 | 133% |
| Returns for 5 years | 38.35 | N/A | - |
| Returns for 10 years | 53.51 | N/A | - |
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