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RLBBX vs SIIIX
RLBBX vs SIIIX Comparison
Open Charts RLBBX vs SIIIX
American Funds American Balanced R2
Price$38.70
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
AlphaCentric Real Income I
Price$16.25
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets42.35M
RLBBX vs SIIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. SIIIX (42.3M). SIIIX pays higher dividends than RLBBX: SIIIX (6.64) vs RLBBX (1.09). RLBBX was incepted earlier than SIIIX: RLBBX (24 years) vs SIIIX (4 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 : 9.11 vs. SIIIX (3.68).
| 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 | 4 years | - |
| Gain YTD | 15.500 | 3.493 | 444% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 42.3M | 635,934% |
| Annual Yield % from dividends | 1.09 | 6.64 | 16% |
| Returns for 1 year | 9.11 | 3.68 | 248% |
| Returns for 3 years | 40.59 | 26.85 | 151% |
| Returns for 5 years | 36.96 | N/A | - |
| Returns for 10 years | 70.07 | N/A | - |
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