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RLBFX vs SIICX
RLBFX vs SIICX Comparison
Open Charts RLBFX vs SIICX
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
AlphaCentric Real Income C
Price$16.37
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets49.35M
RLBFX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. SIICX (49.4M). SIICX pays higher dividends than RLBFX: SIICX (5.59) vs RLBFX (2.05). RLBFX was incepted earlier than SIICX: RLBFX (23 years) vs SIICX (4 years). SIICX (3.18) 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 : 10.28 vs. SIICX (2.55).
| RLBFX | SIICX | RLBFX / SIICX | |
| Total Expense Ratio | 0.29 | 2.51 | 12% |
| Annual Report Gross Expense Ratio | 0.29 | 3.18 | 9% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 11.562 | 3.151 | 367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 49.4M | 524,291% |
| Annual Yield % from dividends | 2.05 | 5.59 | 37% |
| Returns for 1 year | 10.28 | 2.55 | 403% |
| Returns for 3 years | 40.92 | 24.99 | 164% |
| Returns for 5 years | 41.46 | N/A | - |
| Returns for 10 years | 78.40 | N/A | - |
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