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RLBEX vs SIICX
RLBEX vs SIICX Comparison
Open Charts RLBEX vs SIICX
American Funds American Balanced R4
Price$38.89
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets266.55B
AlphaCentric Real Income C
Price$16.25
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets43.72M
RLBEX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 267B vs. SIICX (43.7M). SIICX pays higher dividends than RLBEX: SIICX (5.60) vs RLBEX (1.74). RLBEX was incepted earlier than SIICX: RLBEX (23 years) vs SIICX (4 years). SIICX (3.18) is less costly to investors than RLBEX (0.59). SIICX is a more actively managed with annual turnover of: 144.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than SIICX: RLBEX (250) vs SIICX (2500). RLBEX annual gain was more profitable for investors over the last year : 9.07 vs. SIICX (2.24).
| RLBEX | SIICX | RLBEX / SIICX | |
| Total Expense Ratio | 0.59 | 2.51 | 24% |
| Annual Report Gross Expense Ratio | 0.59 | 3.18 | 19% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.484 | 2.746 | 527% |
| 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 | 1.74 | 5.60 | 31% |
| Returns for 1 year | 9.07 | 2.24 | 405% |
| Returns for 3 years | 52.22 | 38.47 | 136% |
| Returns for 5 years | 41.96 | N/A | - |
| Returns for 10 years | 78.77 | N/A | - |
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