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RLBCX vs SIICX
RLBCX vs SIICX Comparison
Open Charts RLBCX vs SIICX
American Funds American Balanced R3
Price$38.70
Change-$0.15 (-0.39%)
VolumeN/A
Net Assets266.55B
AlphaCentric Real Income C
Price$16.25
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets43.72M
RLBCX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 267B vs. SIICX (43.7M). SIICX pays higher dividends than RLBCX: SIICX (5.60) vs RLBCX (1.49). RLBCX was incepted earlier than SIICX: RLBCX (23 years) vs SIICX (4 years). SIICX (3.18) is less costly to investors than RLBCX (0.89). SIICX is a more actively managed with annual turnover of: 144.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than SIICX: RLBCX (250) vs SIICX (2500). RLBCX annual gain was more profitable for investors over the last year : 8.71 vs. SIICX (2.24).
| RLBCX | SIICX | RLBCX / SIICX | |
| Total Expense Ratio | 0.89 | 2.51 | 35% |
| Annual Report Gross Expense Ratio | 0.89 | 3.18 | 28% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.217 | 2.746 | 518% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 43.7M | 610,984% |
| Annual Yield % from dividends | 1.49 | 5.60 | 27% |
| Returns for 1 year | 8.71 | 2.24 | 389% |
| Returns for 3 years | 50.90 | 38.47 | 132% |
| Returns for 5 years | 40.10 | N/A | - |
| Returns for 10 years | 73.16 | N/A | - |
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