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RLBAX vs SIICX
RLBAX vs SIICX Comparison
Open Charts RLBAX vs SIICX
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
AlphaCentric Real Income C
Price$16.43
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets50.62M
RLBAX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. SIICX (50.6M). SIICX pays higher dividends than RLBAX: SIICX (5.71) vs RLBAX (1.18). RLBAX was incepted earlier than SIICX: RLBAX (23 years) vs SIICX (4 years). SIICX (3.04) is less costly to investors than RLBAX (1.31). SIICX is a more actively managed with annual turnover of: 144.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than SIICX: RLBAX (250) vs SIICX (2500). RLBAX annual gain was more profitable for investors over the last year : 9.42 vs. SIICX (3.88).
| RLBAX | SIICX | RLBAX / SIICX | |
| Total Expense Ratio | 1.31 | 2.51 | 52% |
| Annual Report Gross Expense Ratio | 1.31 | 3.04 | 43% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 8.565 | 2.262 | 379% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 50.6M | 501,976% |
| Annual Yield % from dividends | 1.18 | 5.71 | 21% |
| Returns for 1 year | 9.42 | 3.88 | 243% |
| Returns for 3 years | 32.14 | 20.22 | 159% |
| Returns for 5 years | 35.28 | N/A | - |
| Returns for 10 years | 58.06 | N/A | - |
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