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RLBAX vs SIICX
RLBAX vs SIICX Comparison
Open Charts RLBAX vs SIICX
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
AlphaCentric Real Income C
Price$16.16
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets42.35M
RLBAX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. SIICX (42.3M). SIICX pays higher dividends than RLBAX: SIICX (5.67) vs RLBAX (1.08). RLBAX was incepted earlier than SIICX: RLBAX (23 years) vs SIICX (4 years). SIICX (3.18) is less costly to investors than RLBAX (1.31). SIICX is a more actively managed with annual turnover of: 144.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than SIICX: RLBAX (250) vs SIICX (2500). RLBAX annual gain was more profitable for investors over the last year : 9.08 vs. SIICX (2.61).
| RLBAX | SIICX | RLBAX / SIICX | |
| Total Expense Ratio | 1.31 | 2.51 | 52% |
| Annual Report Gross Expense Ratio | 1.31 | 3.18 | 41% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 15.481 | 2.591 | 597% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 42.3M | 635,934% |
| Annual Yield % from dividends | 1.08 | 5.67 | 19% |
| Returns for 1 year | 9.08 | 2.61 | 349% |
| Returns for 3 years | 40.52 | 23.07 | 176% |
| Returns for 5 years | 36.92 | N/A | - |
| Returns for 10 years | 69.99 | N/A | - |
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