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RLBAX vs SIICX
RLBAX vs SIICX Comparison
Open Charts RLBAX vs SIICX
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
AlphaCentric Real Income C
Price$16.37
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets49.35M
RLBAX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. SIICX (49.4M). SIICX pays higher dividends than RLBAX: SIICX (5.59) vs RLBAX (1.15). RLBAX was incepted earlier than SIICX: RLBAX (23 years) vs SIICX (4 years). SIICX (3.18) 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 : 9.12 vs. SIICX (2.55).
| RLBAX | SIICX | RLBAX / SIICX | |
| Total Expense Ratio | 1.31 | 2.51 | 52% |
| Annual Report Gross Expense Ratio | 1.31 | 3.18 | 41% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 10.805 | 3.151 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 49.4M | 524,291% |
| Annual Yield % from dividends | 1.15 | 5.59 | 21% |
| Returns for 1 year | 9.12 | 2.55 | 357% |
| Returns for 3 years | 37.15 | 24.99 | 149% |
| Returns for 5 years | 35.40 | N/A | - |
| Returns for 10 years | 67.71 | N/A | - |
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