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RLBFX vs SIICX
RLBFX vs SIICX Comparison
Open Charts RLBFX vs SIICX
American Funds American Balanced R5
Price$33.17
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
AlphaCentric Real Income C
Price$15.56
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets49.33M
RLBFX vs SIICX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 224B vs. SIICX (49.3M). SIICX pays higher dividends than RLBFX: SIICX (5.66) vs RLBFX (2.26). RLBFX was incepted earlier than SIICX: RLBFX (23 years) vs SIICX (4 years). SIICX (3.04) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. SIICX (44.00). RLBFX has a lower initial minimum investment than SIICX: RLBFX (250) vs SIICX (2500). SIICX annual gain was more profitable for investors over the last year : 2.87 vs. RLBFX (1.19).
| RLBFX | SIICX | RLBFX / SIICX | |
| Total Expense Ratio | 0.30 | 2.51 | 12% |
| Annual Report Gross Expense Ratio | 0.30 | 3.04 | 10% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | -3.179 | -4.854 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 49.3M | 454,361% |
| Annual Yield % from dividends | 2.26 | 5.66 | 40% |
| Returns for 1 year | 1.19 | 2.87 | 41% |
| Returns for 3 years | 11.14 | 8.26 | 135% |
| Returns for 5 years | 37.06 | N/A | - |
| Returns for 10 years | 48.21 | N/A | - |
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