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RLBAX vs SIICX
RLBAX vs SIICX Comparison
Open Charts RLBAX vs SIICX
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
AlphaCentric Real Income C
Price$16.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets41.8M
RLBAX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. SIICX (41.8M). SIICX pays higher dividends than RLBAX: SIICX (5.67) vs RLBAX (1.08). 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 : 8.15 vs. SIICX (1.98).
| 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 | 13.298 | 2.084 | 638% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 41.8M | 629,187% |
| Annual Yield % from dividends | 1.08 | 5.67 | 19% |
| Returns for 1 year | 8.15 | 1.98 | 413% |
| Returns for 3 years | 38.05 | 25.19 | 151% |
| Returns for 5 years | 34.46 | N/A | - |
| Returns for 10 years | 63.50 | N/A | - |
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