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RLBFX vs SIICX
RLBFX vs SIICX Comparison
Open Charts RLBFX vs SIICX
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
AlphaCentric Real Income C
Price$16.13
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets49.74M
RLBFX vs SIICX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 244B vs. SIICX (49.7M). SIICX pays higher dividends than RLBFX: SIICX (5.71) vs RLBFX (2.18). 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). RLBFX (44.00) and SIICX (44.00) have comparable annual turnover. RLBFX has a lower initial minimum investment than SIICX: RLBFX (250) vs SIICX (2500). SIICX (5.84) and RLBFX (5.61) have marching annual gain over last year.
| 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 | 4.560 | 0.286 | 1,592% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 49.7M | 490,946% |
| Annual Yield % from dividends | 2.18 | 5.71 | 38% |
| Returns for 1 year | 5.61 | 5.84 | 96% |
| Returns for 3 years | 33.66 | 24.82 | 136% |
| Returns for 5 years | 40.09 | N/A | - |
| Returns for 10 years | 60.51 | N/A | - |
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