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RLBCX vs SIICX
RLBCX vs SIICX Comparison
Open Charts RLBCX vs SIICX
American Funds American Balanced R3
Price$39.01
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets265.62B
AlphaCentric Real Income C
Price$16.30
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets43.69M
RLBCX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. SIICX (43.7M). SIICX pays higher dividends than RLBCX: SIICX (5.60) vs RLBCX (1.49). RLBCX was incepted earlier than SIICX: RLBCX (23 years) vs SIICX (4 years). SIICX (3.18) is less costly to investors than RLBCX (0.89). SIICX is a more actively managed with annual turnover of: 144.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than SIICX: RLBCX (250) vs SIICX (2500). RLBCX annual gain was more profitable for investors over the last year : 8.34 vs. SIICX (0.92).
| RLBCX | SIICX | RLBCX / SIICX | |
| Total Expense Ratio | 0.89 | 2.51 | 35% |
| Annual Report Gross Expense Ratio | 0.89 | 3.18 | 28% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.364 | 2.683 | 535% |
| 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 | 1.49 | 5.60 | 27% |
| Returns for 1 year | 8.34 | 0.92 | 911% |
| Returns for 3 years | 49.26 | 33.60 | 147% |
| Returns for 5 years | 40.24 | N/A | - |
| Returns for 10 years | 72.18 | N/A | - |