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RLBBX vs SIIIX
RLBBX vs SIIIX Comparison
Open Charts RLBBX vs SIIIX
American Funds American Balanced R2
Price$37.38
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
AlphaCentric Real Income I
Price$16.51
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets50.06M
RLBBX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 255B vs. SIIIX (50.1M). SIIIX pays higher dividends than RLBBX: SIIIX (6.63) vs RLBBX (1.16). 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 : 7.22 vs. SIIIX (4.12).
| 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 | 10.059 | 4.374 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 50.1M | 508,982% |
| Annual Yield % from dividends | 1.16 | 6.63 | 18% |
| Returns for 1 year | 7.22 | 4.12 | 175% |
| Returns for 3 years | 32.99 | 24.57 | 134% |
| Returns for 5 years | 33.12 | N/A | - |
| Returns for 10 years | 66.56 | N/A | - |
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