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RLBBX vs SIIIX
RLBBX vs SIIIX Comparison
Open Charts RLBBX vs SIIIX
American Funds American Balanced R2
Price$38.04
Change-$0.58 (-1.50%)
VolumeN/A
Net Assets269.72B
AlphaCentric Real Income I
Price$16.30
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets43.17M
RLBBX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. SIIIX (43.2M). SIIIX pays higher dividends than RLBBX: SIIIX (6.59) vs RLBBX (1.23). RLBBX was incepted earlier than SIIIX: RLBBX (24 years) vs SIIIX (5 years). SIIIX (2.18) is less costly to investors than RLBBX (1.32). SIIIX is a more actively managed with annual turnover of: 144.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than SIIIX: RLBBX (250) vs SIIIX (2500). RLBBX annual gain was more profitable for investors over the last year : 10.49 vs. SIIIX (4.32).
| RLBBX | SIIIX | RLBBX / SIIIX | |
| Total Expense Ratio | 1.32 | 1.51 | 87% |
| Annual Report Gross Expense Ratio | 1.32 | 2.18 | 61% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 2.396 | -0.245 | -977% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 43.2M | 625,000% |
| Annual Yield % from dividends | 1.23 | 6.59 | 19% |
| Returns for 1 year | 10.49 | 4.32 | 242% |
| Returns for 3 years | 33.68 | 20.21 | 167% |
| Returns for 5 years | 31.41 | N/A | - |
| Returns for 10 years | 79.44 | N/A | - |
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