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RLBFX vs SIICX
RLBFX vs SIICX Comparison
Open Charts RLBFX vs SIICX
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
AlphaCentric Real Income C
Price$16.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets49.64M
RLBFX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. SIICX (49.6M). SIICX pays higher dividends than RLBFX: SIICX (5.65) vs RLBFX (2.08). RLBFX was incepted earlier than SIICX: RLBFX (23 years) vs SIICX (4 years). SIICX (3.04) is less costly to investors than RLBFX (0.29). SIICX is a more actively managed with annual turnover of: 144.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than SIICX: RLBFX (250) vs SIICX (2500). RLBFX annual gain was more profitable for investors over the last year : 8.29 vs. SIICX (2.93).
| RLBFX | SIICX | RLBFX / SIICX | |
| Total Expense Ratio | 0.29 | 2.51 | 12% |
| Annual Report Gross Expense Ratio | 0.29 | 3.04 | 10% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 9.922 | 1.731 | 573% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 49.6M | 516,129% |
| Annual Yield % from dividends | 2.08 | 5.65 | 37% |
| Returns for 1 year | 8.29 | 2.93 | 283% |
| Returns for 3 years | 30.56 | 14.45 | 211% |
| Returns for 5 years | 39.76 | N/A | - |
| Returns for 10 years | 69.21 | N/A | - |
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