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RLBCX vs SIIIX
RLBCX vs SIIIX Comparison
Open Charts RLBCX vs SIIIX
American Funds American Balanced R3
Price$37.34
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets255.46B
AlphaCentric Real Income I
Price$16.59
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets50.06M
RLBCX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 255B vs. SIIIX (50.1M). 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 (2.18) 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 : 6.92 vs. SIIIX (3.55).
| 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 | 9.979 | 3.557 | 281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 50.1M | 508,982% |
| Annual Yield % from dividends | 1.56 | 6.63 | 23% |
| Returns for 1 year | 6.92 | 3.55 | 195% |
| Returns for 3 years | 33.40 | 22.92 | 146% |
| Returns for 5 years | 35.08 | N/A | - |
| Returns for 10 years | 69.31 | N/A | - |
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