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RLBBX vs SIIIX
RLBBX vs SIIIX Comparison
Open Charts RLBBX vs SIIIX
American Funds American Balanced R2
Price$35.42
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
AlphaCentric Real Income I
Price$16.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets50.03M
RLBBX vs SIIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. SIIIX (50M). SIIIX pays higher dividends than RLBBX: SIIIX (6.70) vs RLBBX (1.23). RLBBX was incepted earlier than SIIIX: RLBBX (23 years) vs SIIIX (4 years). SIIIX (2.04) is less costly to investors than RLBBX (1.32). RLBBX (44.00) and SIIIX (44.00) have comparable annual turnover. 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 : 6.11 vs. SIIIX (5.68).
| RLBBX | SIIIX | RLBBX / SIIIX | |
| Total Expense Ratio | 1.32 | 1.51 | 87% |
| Annual Report Gross Expense Ratio | 1.32 | 2.04 | 65% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 4.244 | 0.011 | 40,037% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 50M | 488,000% |
| Annual Yield % from dividends | 1.23 | 6.70 | 18% |
| Returns for 1 year | 6.11 | 5.68 | 108% |
| Returns for 3 years | 20.80 | 15.81 | 132% |
| Returns for 5 years | 30.42 | N/A | - |
| Returns for 10 years | 52.54 | N/A | - |
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