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RLBFX vs SRSJX
RLBFX vs SRSJX Comparison
Open Charts RLBFX vs SRSJX
American Funds American Balanced R5
Price$36.96
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Ocean Park Tactical Risk Spectrum 70 Ins
Price$27.16
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets67.32M
RLBFX vs SRSJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. SRSJX (67.3M). SRSJX pays higher dividends than RLBFX: SRSJX (2.31) vs RLBFX (2.10). RLBFX was incepted earlier than SRSJX: RLBFX (23 years) vs SRSJX (2 years). SRSJX (2.06) is less costly to investors than RLBFX (0.29). SRSJX is a more actively managed with annual turnover of: 113.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than SRSJX: RLBFX (250) vs SRSJX (10000). RLBFX annual gain was more profitable for investors over the last year : 5.97 vs. SRSJX (-3.30).
| RLBFX | SRSJX | RLBFX / SRSJX | |
| Total Expense Ratio | 0.29 | 1.65 | 18% |
| Annual Report Gross Expense Ratio | 0.29 | 2.06 | 14% |
| Fund Existence | 23 years | 2 years | - |
| Gain YTD | 8.017 | -0.958 | -837% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 67.3M | 374,443% |
| Annual Yield % from dividends | 2.10 | 2.31 | 91% |
| Returns for 1 year | 5.97 | -3.30 | -181% |
| Returns for 3 years | 36.30 | N/A | - |
| Returns for 5 years | 40.37 | N/A | - |
| Returns for 10 years | 64.89 | N/A | - |
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