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RLBFX vs SRSJX
RLBFX vs SRSJX Comparison
Open Charts RLBFX vs SRSJX
American Funds American Balanced R5
Price$36.21
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets248.02B
Ocean Park Tactical Risk Spectrum 70 Ins
Price$27.04
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets72.76M
RLBFX vs SRSJX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 248B vs. SRSJX (72.8M). RLBFX pays higher dividends than SRSJX: RLBFX (2.18) vs SRSJX (1.83). 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 : 6.71 vs. SRSJX (-1.22).
| 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 | 6.084 | -1.869 | -325% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 72.8M | 340,659% |
| Annual Yield % from dividends | 2.18 | 1.83 | 119% |
| Returns for 1 year | 6.71 | -1.22 | -548% |
| Returns for 3 years | 32.66 | N/A | - |
| Returns for 5 years | 43.43 | N/A | - |
| Returns for 10 years | 63.63 | N/A | - |
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