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RLBCX vs SIIIX
RLBCX vs SIIIX Comparison
Open Charts RLBCX vs SIIIX
American Funds American Balanced R3
Price$35.51
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
AlphaCentric Real Income I
Price$16.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets50.03M
RLBCX vs SIIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 244B vs. SIIIX (50M). 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). RLBCX (44.00) and SIIIX (44.00) have comparable annual turnover. 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 : 6.62 vs. SIIIX (5.68).
| 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 | 4.466 | 0.011 | 42,136% |
| 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 | 1.63 | 6.70 | 24% |
| Returns for 1 year | 6.62 | 5.68 | 117% |
| Returns for 3 years | 22.09 | 15.81 | 140% |
| Returns for 5 years | 32.84 | N/A | - |
| Returns for 10 years | 56.35 | N/A | - |
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