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RLBFX vs SIICX
RLBFX vs SIICX Comparison
Open Charts RLBFX vs SIICX
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
AlphaCentric Real Income C
Price$16.43
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets50.62M
RLBFX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. SIICX (50.6M). SIICX pays higher dividends than RLBFX: SIICX (5.71) vs RLBFX (2.10). 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 : 10.60 vs. SIICX (3.88).
| 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 | 9.189 | 2.262 | 406% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 50.6M | 501,976% |
| Annual Yield % from dividends | 2.10 | 5.71 | 37% |
| Returns for 1 year | 10.60 | 3.88 | 273% |
| Returns for 3 years | 35.79 | 20.22 | 177% |
| Returns for 5 years | 41.40 | N/A | - |
| Returns for 10 years | 68.15 | N/A | - |
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