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RLBFX vs SIICX
RLBFX vs SIICX Comparison
Open Charts RLBFX vs SIICX
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
AlphaCentric Real Income C
Price$16.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets41.8M
RLBFX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. SIICX (41.8M). SIICX pays higher dividends than RLBFX: SIICX (5.67) vs RLBFX (1.97). RLBFX was incepted earlier than SIICX: RLBFX (24 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 : 9.32 vs. SIICX (1.98).
| RLBFX | SIICX | RLBFX / SIICX | |
| Total Expense Ratio | 0.29 | 2.51 | 12% |
| Annual Report Gross Expense Ratio | 0.29 | 3.18 | 9% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 14.331 | 2.084 | 688% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 41.8M | 629,187% |
| Annual Yield % from dividends | 1.97 | 5.67 | 35% |
| Returns for 1 year | 9.32 | 1.98 | 472% |
| Returns for 3 years | 42.18 | 25.19 | 167% |
| Returns for 5 years | 40.53 | N/A | - |
| Returns for 10 years | 74.39 | N/A | - |
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