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RLBFX vs SIICX
RLBFX vs SIICX Comparison
Open Charts RLBFX vs SIICX
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
AlphaCentric Real Income C
Price$16.27
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets49.98M
RLBFX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. SIICX (50M). 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 : 8.18 vs. SIICX (6.50).
| 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 | 8.222 | 1.266 | 649% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 50M | 504,000% |
| Annual Yield % from dividends | 2.10 | 5.71 | 37% |
| Returns for 1 year | 8.18 | 6.50 | 126% |
| Returns for 3 years | 36.13 | 23.15 | 156% |
| Returns for 5 years | 43.24 | N/A | - |
| Returns for 10 years | 68.15 | N/A | - |