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RLBCX vs SIIIX
RLBCX vs SIIIX Comparison
Open Charts RLBCX vs SIIIX
American Funds American Balanced R3
Price$36.18
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets247.64B
AlphaCentric Real Income I
Price$16.27
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets49.68M
RLBCX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 248B vs. SIIIX (49.7M). SIIIX pays higher dividends than RLBCX: SIIIX (6.70) vs RLBCX (1.63). RLBCX was incepted earlier than SIIIX: RLBCX (23 years) vs SIIIX (4 years). SIIIX (2.04) is less costly to investors than RLBCX (0.89). SIIIX is a more actively managed with annual turnover of: 144.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than SIIIX: RLBCX (250) vs SIIIX (2500). RLBCX annual gain was more profitable for investors over the last year : 7.01 vs. SIIIX (6.59).
| RLBCX | SIIIX | RLBCX / SIIIX | |
| Total Expense Ratio | 0.89 | 1.51 | 59% |
| Annual Report Gross Expense Ratio | 0.89 | 2.04 | 44% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 6.562 | 0.444 | 1,479% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 49.7M | 498,994% |
| Annual Yield % from dividends | 1.63 | 6.70 | 24% |
| Returns for 1 year | 7.01 | 6.59 | 106% |
| Returns for 3 years | 31.59 | 25.29 | 125% |
| Returns for 5 years | 40.82 | N/A | - |
| Returns for 10 years | 60.76 | N/A | - |
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