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RLBCX vs SIIIX
RLBCX vs SIIIX Comparison
Open Charts RLBCX vs SIIIX
American Funds American Balanced R3
Price$38.71
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
AlphaCentric Real Income I
Price$16.48
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets44.05M
RLBCX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. SIIIX (44M). SIIIX pays higher dividends than RLBCX: SIIIX (6.57) vs RLBCX (1.49). RLBCX was incepted earlier than SIIIX: RLBCX (23 years) vs SIIIX (4 years). SIIIX (2.18) 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 : 9.49 vs. SIIIX (3.63).
| RLBCX | SIIIX | RLBCX / SIIIX | |
| Total Expense Ratio | 0.89 | 1.51 | 59% |
| Annual Report Gross Expense Ratio | 0.89 | 2.18 | 41% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.246 | 4.250 | 335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 44M | 604,545% |
| Annual Yield % from dividends | 1.49 | 6.57 | 23% |
| Returns for 1 year | 9.49 | 3.63 | 261% |
| Returns for 3 years | 45.94 | 36.67 | 125% |
| Returns for 5 years | 43.12 | N/A | - |
| Returns for 10 years | 75.22 | N/A | - |