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RLBAX vs SIICX
RLBAX vs SIICX Comparison
Open Charts RLBAX vs SIICX
American Funds American Balanced R1
Price$38.89
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
AlphaCentric Real Income C
Price$16.30
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets43.69M
RLBAX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. SIICX (43.7M). SIICX pays higher dividends than RLBAX: SIICX (5.60) vs RLBAX (1.10). 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 : 7.84 vs. SIICX (0.92).
| 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 | 13.947 | 2.683 | 520% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 43.7M | 608,696% |
| Annual Yield % from dividends | 1.10 | 5.60 | 20% |
| Returns for 1 year | 7.84 | 0.92 | 856% |
| Returns for 3 years | 47.39 | 33.60 | 141% |
| Returns for 5 years | 37.69 | N/A | - |
| Returns for 10 years | 67.66 | N/A | - |