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RLBEX vs SIICX
RLBEX vs SIICX Comparison
Open Charts RLBEX vs SIICX
American Funds American Balanced R4
Price$38.74
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
AlphaCentric Real Income C
Price$16.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets41.8M
RLBEX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. SIICX (41.8M). SIICX pays higher dividends than RLBEX: SIICX (5.67) vs RLBEX (1.71). 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 : 8.98 vs. SIICX (1.98).
| 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 | 14.042 | 2.084 | 674% |
| 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 | 1.71 | 5.67 | 30% |
| Returns for 1 year | 8.98 | 1.98 | 454% |
| Returns for 3 years | 41.02 | 25.19 | 163% |
| Returns for 5 years | 38.72 | N/A | - |
| Returns for 10 years | 73.32 | N/A | - |
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