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RLBEX vs SIICX
RLBEX vs SIICX Comparison
Open Charts RLBEX vs SIICX
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
AlphaCentric Real Income C
Price$16.27
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets49.98M
RLBEX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. SIICX (50M). SIICX pays higher dividends than RLBEX: SIICX (5.71) vs RLBEX (1.83). RLBEX was incepted earlier than SIICX: RLBEX (23 years) vs SIICX (4 years). SIICX (3.04) 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 : 7.86 vs. SIICX (6.50).
| RLBEX | SIICX | RLBEX / SIICX | |
| Total Expense Ratio | 0.59 | 2.51 | 24% |
| Annual Report Gross Expense Ratio | 0.59 | 3.04 | 19% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 8.064 | 1.266 | 637% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 50M | 504,000% |
| Annual Yield % from dividends | 1.83 | 5.71 | 32% |
| Returns for 1 year | 7.86 | 6.50 | 121% |
| Returns for 3 years | 35.05 | 23.15 | 151% |
| Returns for 5 years | 41.38 | N/A | - |
| Returns for 10 years | 67.17 | N/A | - |
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