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RLBCX vs SIIIX
RLBCX vs SIIIX Comparison
Open Charts RLBCX vs SIIIX
American Funds American Balanced R3
Price$36.71
Change-$0.21 (-0.57%)
VolumeN/A
Net Assets253.92B
AlphaCentric Real Income I
Price$16.28
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets49.86M
RLBCX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 254B vs. SIIIX (49.9M). SIIIX pays higher dividends than RLBCX: SIIIX (6.63) vs RLBCX (1.56). 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 : 10.60 vs. SIIIX (6.28).
| 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 | 8.123 | 2.056 | 395% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 49.9M | 509,018% |
| Annual Yield % from dividends | 1.56 | 6.63 | 23% |
| Returns for 1 year | 10.60 | 6.28 | 169% |
| Returns for 3 years | 29.82 | 20.41 | 146% |
| Returns for 5 years | 34.68 | N/A | - |
| Returns for 10 years | 61.40 | N/A | - |
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