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RLBBX vs SIIIX
RLBBX vs SIIIX Comparison
Open Charts RLBBX vs SIIIX
American Funds American Balanced R2
Price$38.64
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
AlphaCentric Real Income I
Price$16.48
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets44.05M
RLBBX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. SIIIX (44M). SIIIX pays higher dividends than RLBBX: SIIIX (6.57) vs RLBBX (1.11). RLBBX was incepted earlier than SIIIX: RLBBX (23 years) vs SIIIX (4 years). SIIIX (2.18) is less costly to investors than RLBBX (1.32). SIIIX is a more actively managed with annual turnover of: 144.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than SIIIX: RLBBX (250) vs SIIIX (2500). RLBBX annual gain was more profitable for investors over the last year : 9.02 vs. SIIIX (3.63).
| RLBBX | SIIIX | RLBBX / SIIIX | |
| Total Expense Ratio | 1.32 | 1.51 | 87% |
| Annual Report Gross Expense Ratio | 1.32 | 2.18 | 61% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 13.879 | 4.250 | 327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 44M | 604,545% |
| Annual Yield % from dividends | 1.11 | 6.57 | 17% |
| Returns for 1 year | 9.02 | 3.63 | 248% |
| Returns for 3 years | 44.22 | 36.67 | 121% |
| Returns for 5 years | 40.55 | N/A | - |
| Returns for 10 years | 70.69 | N/A | - |